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 | $10,015 | $138,065-92.7% | $123,544-91.9% | $135,375-92.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 137.83% | 153.68%-15.9pp | 119.20%+18.6pp | 519.73%-381.9pp |
| Employer contribution / active EE | $831 | $5,151-83.9% | $4,628-82.0% | $4,779-82.6% |
| Participant deferral / active EE | $4,134 | $6,799-39.2% | $6,426-35.7% | $5,609-26.3% |
| Admin fee / account holder | $24 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |