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 | $5,430 | $150,440-96.4% | $136,294-96.0% | $147,584-96.3% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 145.61% | 1049.08%-903.5pp | 5155.94%-5010.3pp | 578.55%-432.9pp |
| Employer contribution / active EE | $1,325 | $5,256-74.8% | $4,695-71.8% | $4,876-72.8% |
| Participant deferral / active EE | $1,834 | $6,630-72.3% | $6,247-70.6% | $5,439-66.3% |
| Admin fee / account holder | $30 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |