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 | $32,338 | $171,865-81.2% | $149,718-78.4% | $147,584-78.1% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 20.72% | 2113.22%-2092.5pp | 1501.63%-1480.9pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,968 | $6,275-68.6% | $5,445-63.9% | $4,876-59.6% |
| Participant deferral / active EE | $1,968 | $7,271-72.9% | $6,569-70.0% | $5,439-63.8% |
| Admin fee / account holder | $244 | $13,799-98.2% | $11,283-97.8% | $10,885-97.8% |