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 8-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 | $24,127 | $180,449-86.6% | $154,107-84.3% | $135,375-82.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 880.27% | 888.09%-7.8pp | 735.12%+145.2pp | 519.73%+360.5pp |
| Employer contribution / active EE | $352 | $6,035-94.2% | $5,298-93.4% | $4,779-92.6% |
| Participant deferral / active EE | $5,300 | $5,806-8.7% | $5,081+4.3% | $5,609-5.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |