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 | $5,442 | $171,865-96.8% | $149,718-96.4% | $147,584-96.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.24% | 2113.22%-2092.0pp | 1501.63%-1480.4pp | 578.55%-557.3pp |
| Employer contribution / active EE | $4,365 | $6,275-30.4% | $5,445-19.8% | $4,876-10.5% |
| Participant deferral / active EE | $1,271 | $7,271-82.5% | $6,569-80.7% | $5,439-76.6% |
| Admin fee / account holder | $28 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |