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 | $4,353 | $150,440-97.1% | $136,294-96.8% | $147,584-97.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 45.76% | 1049.08%-1003.3pp | 5155.94%-5110.2pp | 578.55%-532.8pp |
| Employer contribution / active EE | $1,150 | $5,256-78.1% | $4,695-75.5% | $4,876-76.4% |
| Participant deferral / active EE | $1,725 | $6,630-74.0% | $6,247-72.4% | $5,439-68.3% |
| Admin fee / account holder | $18 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |