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 | $23,951 | $180,449-86.7% | $154,107-84.5% | $135,375-82.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.72% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,089 | $6,035-82.0% | $5,298-79.4% | $4,779-77.2% |
| Participant deferral / active EE | $3,886 | $5,806-33.1% | $5,081-23.5% | $5,609-30.7% |
| Admin fee / account holder | $14 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |