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 | $6,897 | $150,440-95.4% | $136,294-94.9% | $147,584-95.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 28.53% | 1049.08%-1020.5pp | 5155.94%-5127.4pp | 578.55%-550.0pp |
| Employer contribution / active EE | $769 | $5,256-85.4% | $4,695-83.6% | $4,876-84.2% |
| Participant deferral / active EE | $2,134 | $6,630-67.8% | $6,247-65.8% | $5,439-60.8% |
| Admin fee / account holder | $14 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |