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 | $10,571 | $115,770-90.9% | $101,248-89.6% | $158,922-93.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 119.81% | 56.14%+63.7pp | 46.47%+73.3pp | 302.83%-183.0pp |
| Employer contribution / active EE | $355 | $4,175-91.5% | $3,660-90.3% | $4,761-92.5% |
| Participant deferral / active EE | $8,200 | $4,957+65.4% | $4,370+87.6% | $5,982+37.1% |
| Admin fee / account holder | $110 | $7,245-98.5% | $5,945-98.1% | $11,246-99.0% |