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 | $8,452 | $183,963-95.4% | $162,163-94.8% | $152,861-94.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 45.12% | 150.76%-105.6pp | 115.59%-70.5pp | 345.32%-300.2pp |
| Employer contribution / active EE | $306 | $6,371-95.2% | $5,614-94.6% | $4,762-93.6% |
| Participant deferral / active EE | $3,412 | $8,034-57.5% | $7,298-53.3% | $5,850-41.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |