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 | $7,953 | $209,832-96.2% | $189,513-95.8% | $167,490-95.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 55.89% | 748.27%-692.4pp | 555.15%-499.3pp | 478.56%-422.7pp |
| Employer contribution / active EE | $1,274 | $6,914-81.6% | $6,162-79.3% | $4,837-73.7% |
| Participant deferral / active EE | $6,610 | $8,935-26.0% | $8,221-19.6% | $6,341+4.2% |
| Admin fee / account holder | $22 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |