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 | $12,190 | $160,055-92.4% | $140,016-91.3% | $135,375-91.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.48% | 911.38%-917.9pp | 651.12%-657.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $703 | $6,420-89.1% | $5,606-87.5% | $4,779-85.3% |
| Participant deferral / active EE | $3,183 | $7,642-58.4% | $6,927-54.1% | $5,609-43.3% |
| Admin fee / account holder | $142 | $13,328-98.9% | $10,705-98.7% | $10,827-98.7% |