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 6-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 | $4,783 | $217,402-97.8% | $185,823-97.4% | $167,490-97.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 50.51% | 148.36%-97.9pp | 122.05%-71.5pp | 478.56%-428.0pp |
| Employer contribution / active EE | $496 | $5,873-91.6% | $5,167-90.4% | $4,837-89.7% |
| Participant deferral / active EE | $2,322 | $6,356-63.5% | $5,568-58.3% | $6,341-63.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |