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 | $8,387 | $105,998-92.1% | $92,233-90.9% | $147,584-94.3% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 19.79% | 50.05%-30.3pp | 176.28%-156.5pp | 578.55%-558.8pp |
| Employer contribution / active EE | $569 | $4,333-86.9% | $3,679-84.5% | $4,876-88.3% |
| Participant deferral / active EE | $1,255 | $4,478-72.0% | $3,897-67.8% | $5,439-76.9% |
| Admin fee / account holder | $11 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |