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 | $13,145 | $150,440-91.3% | $136,294-90.4% | $147,584-91.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 639.51% | 1049.08%-409.6pp | 5155.94%-4516.4pp | 578.55%+61.0pp |
| Employer contribution / active EE | $1,080 | $5,256-79.5% | $4,695-77.0% | $4,876-77.9% |
| Participant deferral / active EE | $2,034 | $6,630-69.3% | $6,247-67.4% | $5,439-62.6% |
| Admin fee / account holder | $121 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |