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 | $24,818 | $171,865-85.6% | $149,718-83.4% | $147,584-83.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 37.32% | 2113.22%-2075.9pp | 1501.63%-1464.3pp | 578.55%-541.2pp |
| Employer contribution / active EE | $1,039 | $6,275-83.5% | $5,445-80.9% | $4,876-78.7% |
| Participant deferral / active EE | $14,318 | $7,271+96.9% | $6,569+118.0% | $5,439+163.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |