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 7-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 | $3,188 | $102,966-96.9% | $90,281-96.5% | $152,861-97.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $202 | $3,139-93.6% | $2,854-92.9% | $4,762-95.8% |
| Participant deferral / active EE | $385 | $4,281-91.0% | $3,885-90.1% | $5,850-93.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |