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 7-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 | $11,050 | $209,411-94.7% | $178,490-93.8% | $158,922-93.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 32.82% | 188.75%-155.9pp | 151.07%-118.2pp | 302.83%-270.0pp |
| Employer contribution / active EE | $1,008 | $5,706-82.3% | $5,011-79.9% | $4,761-78.8% |
| Participant deferral / active EE | $4,818 | $5,954-19.1% | $5,202-7.4% | $5,982-19.5% |
| Admin fee / account holder | $35 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |