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 | $13,879 | $105,998-86.9% | $92,233-85.0% | $147,584-90.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.30% | 50.05%-29.7pp | 176.28%-156.0pp | 578.55%-558.2pp |
| Employer contribution / active EE | $258 | $4,333-94.1% | $3,679-93.0% | $4,876-94.7% |
| Participant deferral / active EE | $1,300 | $4,478-71.0% | $3,897-66.6% | $5,439-76.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |