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 | $15,883 | $148,534-89.3% | $135,903-88.3% | $139,434-88.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 556.28% | 79.19%+477.1pp | 68.23%+488.1pp | 372.94%+183.3pp |
| Employer contribution / active EE | $349 | $5,243-93.4% | $4,856-92.8% | $4,751-92.7% |
| Participant deferral / active EE | $5,161 | $8,100-36.3% | $7,758-33.5% | $6,710-23.1% |
| Admin fee / account holder | $157 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |