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 | $16,096 | $217,402-92.6% | $185,823-91.3% | $167,490-90.4% |
| Participation rate | 94.4% | 86.0%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 50.40% | 148.36%-98.0pp | 122.05%-71.6pp | 478.56%-428.2pp |
| Employer contribution / active EE | $1,634 | $5,873-72.2% | $5,167-68.4% | $4,837-66.2% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |