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 | $25,740 | $109,359-76.5% | $162,163-84.1% | $72,985-64.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 1654.64% | 25.46%+1629.2pp | 115.59%+1539.1pp | 81.00%+1573.6pp |
| Employer contribution / active EE | $1,997 | $3,907-48.9% | $5,614-64.4% | $2,440-18.1% |
| Participant deferral / active EE | $1,166 | $5,481-78.7% | $7,298-84.0% | $3,607-67.7% |
| Admin fee / account holder | $2 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |