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 8-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 | $2,633 | $92,703-97.2% | $82,719-96.8% | $134,475-98.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -17.54% | 944.92%-962.5pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $358 | $3,274-89.1% | $3,009-88.1% | $4,740-92.4% |
| Participant deferral / active EE | $716 | $4,802-85.1% | $4,395-83.7% | $6,400-88.8% |
| Admin fee / account holder | $38 | $5,983-99.4% | $5,329-99.3% | $11,426-99.7% |