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 6-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 | $10,619 | $84,695-87.5% | $73,843-85.6% | $125,391-91.5% |
| Participation rate | 81.8% | 76.8%+5.1pp | 73.4%+8.4pp | 83.2%-1.4pp |
| Annual return | -0.16% | 3123.53%-3123.7pp | 2267.84%-2268.0pp | 282.22%-282.4pp |
| Employer contribution / active EE | $3,696 | $3,123+18.3% | $2,787+32.6% | $4,866-24.0% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $39 | $5,691-99.3% | $4,880-99.2% | $9,540-99.6% |