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 | $6,178 | $95,971-93.6% | $74,550-91.7% | $135,375-95.4% |
| Participation rate | 95.0% | 75.7%+19.3pp | 69.1%+25.9pp | 82.6%+12.4pp |
| Annual return | 325.39% | 56.96%+268.4pp | 32.53%+292.9pp | 519.73%-194.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,371 | $3,843+39.7% | $3,108+72.8% | $5,609-4.2% |
| Admin fee / account holder | $4 | $6,522-99.9% | $5,060-99.9% | $10,827-100.0% |