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 | $8,023 | $144,119-94.4% | $117,854-93.2% | $147,584-94.6% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 54.60% | 531.15%-476.5pp | 335.08%-280.5pp | 578.55%-523.9pp |
| Employer contribution / active EE | $295 | $4,896-94.0% | $3,786-92.2% | $4,876-94.0% |
| Participant deferral / active EE | $3,903 | $5,316-26.6% | $4,482-12.9% | $5,439-28.2% |
| Admin fee / account holder | $127 | $10,886-98.8% | $8,020-98.4% | $10,885-98.8% |