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 8-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 | $8,780 | $148,534-94.1% | $135,903-93.5% | $139,434-93.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 58.13% | 79.19%-21.1pp | 68.23%-10.1pp | 372.94%-314.8pp |
| Employer contribution / active EE | $551 | $5,243-89.5% | $4,856-88.6% | $4,751-88.4% |
| Participant deferral / active EE | $5,813 | $8,100-28.2% | $7,758-25.1% | $6,710-13.4% |
| Admin fee / account holder | $45 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |