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 | $15,689 | $165,335-90.5% | $149,696-89.5% | $158,922-90.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 75.77% | 348.15%-272.4pp | 276.60%-200.8pp | 302.83%-227.1pp |
| Employer contribution / active EE | $698 | $5,103-86.3% | $4,644-85.0% | $4,761-85.3% |
| Participant deferral / active EE | $10,548 | $7,181+46.9% | $6,842+54.2% | $5,982+76.3% |
| Admin fee / account holder | $224 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |