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 | $20,656 | $202,318-89.8% | $172,739-88.0% | $152,861-86.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.35% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $973 | $5,856-83.4% | $5,143-81.1% | $4,762-79.6% |
| Participant deferral / active EE | $7,642 | $5,948+28.5% | $5,198+47.0% | $5,850+30.6% |
| Admin fee / account holder | $14 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |