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 | $6,550 | $91,037-92.8% | $71,671-90.9% | $147,584-95.6% |
| Participation rate | 87.5% | 76.1%+11.4pp | 68.7%+18.8pp | 82.8%+4.7pp |
| Annual return | 536.13% | 20.48%+515.7pp | 20.65%+515.5pp | 578.55%-42.4pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,855 | $4,498-36.5% | $3,438-17.0% | $5,439-47.5% |
| Admin fee / account holder | $107 | $8,613-98.8% | $5,558-98.1% | $10,885-99.0% |