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 10-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 | $2,319 | $90,600-97.4% | $79,464-97.1% | $135,375-98.3% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -5.82% | 977.43%-983.3pp | 718.14%-724.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $182 | $3,068-94.1% | $2,800-93.5% | $4,779-96.2% |
| Participant deferral / active EE | $245 | $4,050-94.0% | $3,704-93.4% | $5,609-95.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |