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 7-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 | $3,071 | $92,703-96.7% | $82,719-96.3% | $134,475-97.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -20.58% | 944.92%-965.5pp | 701.18%-721.8pp | 417.96%-438.5pp |
| Employer contribution / active EE | $412 | $3,274-87.4% | $3,009-86.3% | $4,740-91.3% |
| Participant deferral / active EE | $668 | $4,802-86.1% | $4,395-84.8% | $6,400-89.6% |
| Admin fee / account holder | $32 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |