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.
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 | $12,188 | $171,865-92.9% | $149,718-91.9% | $147,584-91.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 22.08% | 2113.22%-2091.1pp | 1501.63%-1479.6pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,278 | $6,275-79.6% | $5,445-76.5% | $4,876-73.8% |
| Participant deferral / active EE | $3,006 | $7,271-58.7% | $6,569-54.2% | $5,439-44.7% |
| Admin fee / account holder | $21 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |