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 | $8,537 | $171,865-95.0% | $149,718-94.3% | $147,584-94.2% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 36.97% | 2113.22%-2076.2pp | 1501.63%-1464.7pp | 578.55%-541.6pp |
| Employer contribution / active EE | $1,447 | $6,275-76.9% | $5,445-73.4% | $4,876-70.3% |
| Participant deferral / active EE | $2,382 | $7,271-67.2% | $6,569-63.7% | $5,439-56.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |