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 3-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 | $17,035 | $202,318-91.6% | $172,739-90.1% | $152,861-88.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 45.93% | 1029.65%-983.7pp | 802.84%-756.9pp | 345.32%-299.4pp |
| Employer contribution / active EE | $539 | $5,856-90.8% | $5,143-89.5% | $4,762-88.7% |
| Participant deferral / active EE | $8,911 | $5,948+49.8% | $5,198+71.4% | $5,850+52.3% |
| Admin fee / account holder | $92 | $17,109-99.5% | $13,954-99.3% | $11,596-99.2% |