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 | $12,877 | $99,079-87.0% | $77,999-83.5% | $273,961-95.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 1222.99% | 217.93%+1005.1pp | 425.96%+797.0pp | 41.45%+1181.5pp |
| Employer contribution / active EE | $399 | $3,308-87.9% | $2,470-83.8% | $4,869-91.8% |
| Participant deferral / active EE | $5,767 | $4,306+33.9% | $3,497+64.9% | $5,287+9.1% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |