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 | $14,582 | $150,440-90.3% | $136,294-89.3% | $147,584-90.1% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 14.70% | 1049.08%-1034.4pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,618 | $5,256-50.2% | $4,695-44.3% | $4,876-46.3% |
| Participant deferral / active EE | $1,034 | $6,630-84.4% | $6,247-83.4% | $5,439-81.0% |
| Admin fee / account holder | $169 | $10,905-98.5% | $9,243-98.2% | $10,885-98.4% |