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 | $6,044 | $150,440-96.0% | $136,294-95.6% | $147,584-95.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.85% | 1049.08%-1020.2pp | 5155.94%-5127.1pp | 578.55%-549.7pp |
| Employer contribution / active EE | $1,116 | $5,256-78.8% | $4,695-76.2% | $4,876-77.1% |
| Participant deferral / active EE | $1,936 | $6,630-70.8% | $6,247-69.0% | $5,439-64.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |