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 | $22,535 | $183,963-87.8% | $162,163-86.1% | $152,861-85.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.73% | 150.76%-126.0pp | 115.59%-90.9pp | 345.32%-320.6pp |
| Employer contribution / active EE | $755 | $6,371-88.2% | $5,614-86.6% | $4,762-84.2% |
| Participant deferral / active EE | $6,333 | $8,034-21.2% | $7,298-13.2% | $5,850+8.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |