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 | $3,913 | $92,703-95.8% | $82,719-95.3% | $134,475-97.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.30% | 944.92%-956.2pp | 701.18%-712.5pp | 417.96%-429.3pp |
| Employer contribution / active EE | $783 | $3,274-76.1% | $3,009-74.0% | $4,740-83.5% |
| Participant deferral / active EE | $824 | $4,802-82.8% | $4,395-81.3% | $6,400-87.1% |
| Admin fee / account holder | $299 | $5,983-95.0% | $5,329-94.4% | $11,426-97.4% |