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 9-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 | $19,062 | $160,055-88.1% | $140,016-86.4% | $135,375-85.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.78% | 911.38%-920.2pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $560 | $6,420-91.3% | $5,606-90.0% | $4,779-88.3% |
| Participant deferral / active EE | $3,237 | $7,642-57.6% | $6,927-53.3% | $5,609-42.3% |
| Admin fee / account holder | $10 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |