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 9-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 | $4,786 | $67,331-92.9% | $60,874-92.1% | $134,475-96.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.09% | 49.93%-68.0pp | 16.90%-35.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $788 | $3,096-74.5% | $2,701-70.8% | $4,740-83.4% |
| Participant deferral / active EE | $788 | $4,538-82.6% | $3,817-79.3% | $6,400-87.7% |
| Admin fee / account holder | $25 | $4,582-99.5% | $3,224-99.2% | $11,426-99.8% |