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 | $4,699 | $138,044-96.6% | $125,339-96.3% | $134,475-96.5% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -19.83% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,318 | $5,243-74.9% | $4,814-72.6% | $4,740-72.2% |
| Participant deferral / active EE | $1,766 | $7,799-77.4% | $7,446-76.3% | $6,400-72.4% |
| Admin fee / account holder | $281 | $11,571-97.6% | $10,010-97.2% | $11,426-97.5% |