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 | $27,668 | $171,865-83.9% | $149,718-81.5% | $147,584-81.3% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 36.32% | 2113.22%-2076.9pp | 1501.63%-1465.3pp | 578.55%-542.2pp |
| Employer contribution / active EE | $1,950 | $6,275-68.9% | $5,445-64.2% | $4,876-60.0% |
| Participant deferral / active EE | $2,413 | $7,271-66.8% | $6,569-63.3% | $5,439-55.6% |
| Admin fee / account holder | $2 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |