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 | $13,616 | $150,440-90.9% | $136,294-90.0% | $147,584-90.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 213.19% | 1049.08%-835.9pp | 5155.94%-4942.7pp | 578.55%-365.4pp |
| Employer contribution / active EE | $748 | $5,256-85.8% | $4,695-84.1% | $4,876-84.7% |
| Participant deferral / active EE | $2,967 | $6,630-55.2% | $6,247-52.5% | $5,439-45.4% |
| Admin fee / account holder | $71 | $10,905-99.4% | $9,243-99.2% | $10,885-99.4% |