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 | $19,056 | $202,318-90.6% | $172,739-89.0% | $152,861-87.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.31% | 1029.65%-1014.3pp | 802.84%-787.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $2,365 | $5,856-59.6% | $5,143-54.0% | $4,762-50.3% |
| Participant deferral / active EE | $467 | $5,948-92.2% | $5,198-91.0% | $5,850-92.0% |
| Admin fee / account holder | $56 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |