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 10-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 | $14,538 | $78,694-81.5% | $67,652-78.5% | $125,391-88.4% |
| Participation rate | 95.8% | 78.8%+17.0pp | 75.7%+20.2pp | 83.2%+12.6pp |
| Annual return | -2.47% | 9.46%-11.9pp | 6625.04%-6627.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $4,744 | $3,044+55.9% | $2,266+109.4% | $4,866-2.5% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $182 | $7,403-97.5% | $4,821-96.2% | $9,540-98.1% |