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 | $20,596 | $150,440-86.3% | $136,294-84.9% | $147,584-86.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.70% | 1049.08%-1034.4pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,240 | $5,256-76.4% | $4,695-73.6% | $4,876-74.6% |
| Participant deferral / active EE | $1,760 | $6,630-73.5% | $6,247-71.8% | $5,439-67.6% |
| Admin fee / account holder | $132 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |