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 | $11,520 | $150,440-92.3% | $136,294-91.5% | $147,584-92.2% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 21.51% | 1049.08%-1027.6pp | 5155.94%-5134.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $938 | $5,256-82.2% | $4,695-80.0% | $4,876-80.8% |
| Participant deferral / active EE | $1,073 | $6,630-83.8% | $6,247-82.8% | $5,439-80.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |