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 | $23,129 | $168,632-86.3% | $147,614-84.3% | $125,391-81.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.89% | 77.65%-79.5pp | 61.98%-63.9pp | 282.22%-284.1pp |
| Employer contribution / active EE | $643 | $6,252-89.7% | $5,564-88.4% | $4,866-86.8% |
| Participant deferral / active EE | $6,733 | $5,507+22.3% | $4,895+37.5% | $5,352+25.8% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |