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 | $17,378 | $180,449-90.4% | $154,107-88.7% | $135,375-87.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 85.38% | 888.09%-802.7pp | 735.12%-649.7pp | 519.73%-434.4pp |
| Employer contribution / active EE | $978 | $6,035-83.8% | $5,298-81.5% | $4,779-79.5% |
| Participant deferral / active EE | $5,064 | $5,806-12.8% | $5,081-0.3% | $5,609-9.7% |
| Admin fee / account holder | $195 | $16,143-98.8% | $13,411-98.5% | $10,827-98.2% |