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 9-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.
Employer 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 | $18,270 | $138,065-86.8% | $123,544-85.2% | $135,375-86.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.11% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $296 | $5,151-94.3% | $4,628-93.6% | $4,779-93.8% |
| Participant deferral / active EE | $5,730 | $6,799-15.7% | $6,426-10.8% | $5,609+2.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |