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 | $10,898 | $150,440-92.8% | $136,294-92.0% | $147,584-92.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.44% | 1049.08%-1028.6pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $4,512 | $5,256-14.2% | $4,695-3.9% | $4,876-7.5% |
| Participant deferral / active EE | $1,372 | $6,630-79.3% | $6,247-78.0% | $5,439-74.8% |
| Admin fee / account holder | $159 | $10,905-98.5% | $9,243-98.3% | $10,885-98.5% |