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 | $11,053 | $45,566-75.7% | $64,105-82.8% | $59,632-81.5% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 54.45% | 4.95%+49.5pp | 791.24%-736.8pp | 2041.28%-1986.8pp |
| Employer contribution / active EE | $144 | $934-84.6% | $1,820-92.1% | $2,203-93.5% |
| Participant deferral / active EE | $631 | $2,057-69.3% | $2,822-77.7% | $3,192-80.2% |
| Admin fee / account holder | $22 | $3,268-99.3% | $4,499-99.5% | $4,297-99.5% |