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 | $4,146 | $99,640-95.8% | $86,436-95.2% | $134,475-96.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.04% | 6782.58%-6798.6pp | 4394.89%-4410.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,128 | $4,400-74.4% | $3,769-70.1% | $4,740-76.2% |
| Participant deferral / active EE | $1,457 | $7,246-79.9% | $6,952-79.0% | $6,400-77.2% |
| Admin fee / account holder | $7 | $8,371-99.9% | $6,731-99.9% | $11,426-99.9% |