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 | $16,709 | $165,984-89.9% | $164,813-89.9% | $145,922-88.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 37.69% | 100.03%-62.3pp | 69.93%-32.2pp | 561.29%-523.6pp |
| Employer contribution / active EE | $833 | $5,273-84.2% | $4,341-80.8% | $4,660-82.1% |
| Participant deferral / active EE | $7,538 | $6,959+8.3% | $6,031+25.0% | $6,688+12.7% |
| Admin fee / account holder | $1 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |