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 | $5,062 | $150,440-96.6% | $136,294-96.3% | $147,584-96.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 64.96% | 1049.08%-984.1pp | 5155.94%-5091.0pp | 578.55%-513.6pp |
| Employer contribution / active EE | $579 | $5,256-89.0% | $4,695-87.7% | $4,876-88.1% |
| Participant deferral / active EE | $4,313 | $6,630-35.0% | $6,247-31.0% | $5,439-20.7% |
| Admin fee / account holder | $11 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |