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 | $1,662 | $110,809-98.5% | $86,874-98.1% | $167,490-99.0% |
| Participation rate | 70.0% | 75.8%-5.8pp | 71.6%-1.6pp | 82.1%-12.1pp |
| Annual return | 0.00% | 116.98%-117.0pp | 63.52%-63.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $539 | $3,244-83.4% | $2,495-78.4% | $4,837-88.9% |
| Participant deferral / active EE | $553 | $4,546-87.8% | $3,699-85.0% | $6,341-91.3% |
| Admin fee / account holder | $2 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |