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 | $5,776 | $56,199-89.7% | $67,652-91.5% | $59,632-90.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.69% | 18505.31%-18506.0pp | 6625.04%-6625.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,141 | $1,614-29.3% | $2,266-49.6% | $2,203-48.2% |
| Participant deferral / active EE | $638 | $2,844-77.6% | $3,560-82.1% | $3,192-80.0% |
| Admin fee / account holder | $119 | $3,958-97.0% | $4,821-97.5% | $4,297-97.2% |