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 | $1,732 | $96,635-98.2% | $86,612-98.0% | $139,434-98.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.80% | 106.41%-80.6pp | 591.07%-565.3pp | 372.94%-347.1pp |
| Employer contribution / active EE | $277 | $3,263-91.5% | $3,022-90.8% | $4,751-94.2% |
| Participant deferral / active EE | $1,681 | $4,836-65.2% | $4,438-62.1% | $6,710-74.9% |
| Admin fee / account holder | $160 | $6,408-97.5% | $5,614-97.1% | $11,403-98.6% |