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 | $21,171 | $180,449-88.3% | $154,107-86.3% | $135,375-84.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.49% | 888.09%-890.6pp | 735.12%-737.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $656 | $6,035-89.1% | $5,298-87.6% | $4,779-86.3% |
| Participant deferral / active EE | $5,324 | $5,806-8.3% | $5,081+4.8% | $5,609-5.1% |
| Admin fee / account holder | $241 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |