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 9-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 | $17,978 | $202,318-91.1% | $172,739-89.6% | $152,861-88.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 161.65% | 1029.65%-868.0pp | 802.84%-641.2pp | 345.32%-183.7pp |
| Employer contribution / active EE | $813 | $5,856-86.1% | $5,143-84.2% | $4,762-82.9% |
| Participant deferral / active EE | $4,711 | $5,948-20.8% | $5,198-9.4% | $5,850-19.5% |
| Admin fee / account holder | $173 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |