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 3-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 | $13,002 | $165,984-92.2% | $164,813-92.1% | $145,922-91.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.41% | 100.03%-84.6pp | 69.93%-54.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,086 | $5,273-79.4% | $4,341-75.0% | $4,660-76.7% |
| Participant deferral / active EE | $3,544 | $6,959-49.1% | $6,031-41.2% | $6,688-47.0% |
| Admin fee / account holder | $100 | $16,648-99.4% | $12,690-99.2% | $13,397-99.3% |