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 | $5,247 | $138,044-96.2% | $125,339-95.8% | $134,475-96.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.39% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,051 | $5,243-80.0% | $4,814-78.2% | $4,740-77.8% |
| Participant deferral / active EE | $1,977 | $7,799-74.6% | $7,446-73.5% | $6,400-69.1% |
| Admin fee / account holder | $37 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |