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 5-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 | $13,798 | $190,805-92.8% | $159,960-91.4% | $134,475-89.7% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | 94.85% | 552.23%-457.4pp | 408.60%-313.8pp | 417.96%-323.1pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,944 | $6,923-14.1% | $6,182-3.9% | $6,400-7.1% |
| Admin fee / account holder | $11 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |