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 | $21,027 | $160,055-86.9% | $140,016-85.0% | $135,375-84.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.04% | 911.38%-919.4pp | 651.12%-659.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,500 | $6,420-61.1% | $5,606-55.4% | $4,779-47.7% |
| Participant deferral / active EE | $1,032 | $7,642-86.5% | $6,927-85.1% | $5,609-81.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |