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 | $7,061 | $144,119-95.1% | $117,854-94.0% | $147,584-95.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 24.80% | 531.15%-506.3pp | 335.08%-310.3pp | 578.55%-553.7pp |
| Employer contribution / active EE | $188 | $4,896-96.2% | $3,786-95.0% | $4,876-96.1% |
| Participant deferral / active EE | $1,721 | $5,316-67.6% | $4,482-61.6% | $5,439-68.4% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |