See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,847 | $92,703-98.0% | $82,719-97.8% | $134,475-98.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -11.33% | 944.92%-956.3pp | 701.18%-712.5pp | 417.96%-429.3pp |
| Employer contribution / active EE | $392 | $3,274-88.0% | $3,009-87.0% | $4,740-91.7% |
| Participant deferral / active EE | $604 | $4,802-87.4% | $4,395-86.3% | $6,400-90.6% |
| Admin fee / account holder | $24 | $5,983-99.6% | $5,329-99.6% | $11,426-99.8% |