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 7-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 | $19,635 | $209,832-90.6% | $189,513-89.6% | $167,490-88.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.09% | 748.27%-730.2pp | 555.15%-537.1pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,499 | $6,914-78.3% | $6,162-75.7% | $4,837-69.0% |
| Participant deferral / active EE | $7,877 | $8,935-11.8% | $8,221-4.2% | $6,341+24.2% |
| Admin fee / account holder | $65 | $14,293-99.5% | $12,045-99.5% | $12,309-99.5% |