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 | $15,267 | $201,272-92.4% | $184,203-91.7% | $145,922-89.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.87% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $9 | $7,022-99.9% | $6,427-99.9% | $4,660-99.8% |
| Participant deferral / active EE | $5,458 | $9,806-44.3% | $9,131-40.2% | $6,688-18.4% |
| Admin fee / account holder | $81 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |