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 | $12,535 | $171,865-92.7% | $149,718-91.6% | $147,584-91.5% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 24.57% | 2113.22%-2088.6pp | 1501.63%-1477.1pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,084 | $6,275-82.7% | $5,445-80.1% | $4,876-77.8% |
| Participant deferral / active EE | $2,796 | $7,271-61.5% | $6,569-57.4% | $5,439-48.6% |
| Admin fee / account holder | $50 | $13,799-99.6% | $11,283-99.6% | $10,885-99.5% |