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 | $10,261 | $168,632-93.9% | $147,614-93.0% | $125,391-91.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $850 | $6,252-86.4% | $5,564-84.7% | $4,866-82.5% |
| Participant deferral / active EE | $9,438 | $5,507+71.4% | $4,895+92.8% | $5,352+76.4% |
| Admin fee / account holder | $16 | $13,580-99.9% | $11,611-99.9% | $9,540-99.8% |