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 7-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 | $6,661 | $209,411-96.8% | $178,490-96.3% | $158,922-95.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 56.13% | 188.75%-132.6pp | 151.07%-94.9pp | 302.83%-246.7pp |
| Employer contribution / active EE | $430 | $5,706-92.5% | $5,011-91.4% | $4,761-91.0% |
| Participant deferral / active EE | $2,341 | $5,954-60.7% | $5,202-55.0% | $5,982-60.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |