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 | $8,922 | $150,440-94.1% | $136,294-93.5% | $147,584-94.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.79% | 1049.08%-1024.3pp | 5155.94%-5131.2pp | 578.55%-553.8pp |
| Employer contribution / active EE | $392 | $5,256-92.5% | $4,695-91.7% | $4,876-92.0% |
| Participant deferral / active EE | $2,490 | $6,630-62.4% | $6,247-60.1% | $5,439-54.2% |
| Admin fee / account holder | $16 | $10,905-99.9% | $9,243-99.8% | $10,885-99.9% |