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 | $26,513 | $171,865-84.6% | $149,718-82.3% | $147,584-82.0% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 20.13% | 2113.22%-2093.1pp | 1501.63%-1481.5pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,393 | $6,275-61.9% | $5,445-56.0% | $4,876-50.9% |
| Participant deferral / active EE | $1,419 | $7,271-80.5% | $6,569-78.4% | $5,439-73.9% |
| Admin fee / account holder | $104 | $13,799-99.2% | $11,283-99.1% | $10,885-99.0% |