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 9-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 | $17,334 | $160,055-89.2% | $140,016-87.6% | $135,375-87.2% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.5%-4.9pp | 82.6%0pp |
| Annual return | 227.68% | 911.38%-683.7pp | 651.12%-423.4pp | 519.73%-292.1pp |
| Employer contribution / active EE | $921 | $6,420-85.7% | $5,606-83.6% | $4,779-80.7% |
| Participant deferral / active EE | $7,376 | $7,642-3.5% | $6,927+6.5% | $5,609+31.5% |
| Admin fee / account holder | $203 | $13,328-98.5% | $10,705-98.1% | $10,827-98.1% |