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 8-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 | $26,572 | $180,449-85.3% | $154,107-82.8% | $135,375-80.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.44% | 888.09%-890.5pp | 735.12%-737.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $491 | $6,035-91.9% | $5,298-90.7% | $4,779-89.7% |
| Participant deferral / active EE | $8,000 | $5,806+37.8% | $5,081+57.5% | $5,609+42.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |