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 | $23,341 | $150,440-84.5% | $136,294-82.9% | $147,584-84.2% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 149.19% | 1049.08%-899.9pp | 5155.94%-5006.7pp | 578.55%-429.4pp |
| Employer contribution / active EE | $1,157 | $5,256-78.0% | $4,695-75.4% | $4,876-76.3% |
| Participant deferral / active EE | $1,763 | $6,630-73.4% | $6,247-71.8% | $5,439-67.6% |
| Admin fee / account holder | $61 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |