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 | $6,361 | $95,971-93.4% | $74,550-91.5% | $135,375-95.3% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -4.91% | 56.96%-61.9pp | 32.53%-37.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $595 | $2,716-78.1% | $1,961-69.7% | $4,779-87.6% |
| Participant deferral / active EE | $743 | $3,843-80.7% | $3,108-76.1% | $5,609-86.7% |
| Admin fee / account holder | $7 | $6,522-99.9% | $5,060-99.9% | $10,827-99.9% |