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 | $25,534 | $171,865-85.1% | $149,718-82.9% | $147,584-82.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.17% | 2113.22%-2103.0pp | 1501.63%-1491.5pp | 578.55%-568.4pp |
| Employer contribution / active EE | $4,723 | $6,275-24.7% | $5,445-13.3% | $4,876-3.1% |
| Participant deferral / active EE | $300 | $7,271-95.9% | $6,569-95.4% | $5,439-94.5% |
| Admin fee / account holder | $87 | $13,799-99.4% | $11,283-99.2% | $10,885-99.2% |