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 | $27,565 | $202,318-86.4% | $172,739-84.0% | $152,861-82.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5604.32% | 1029.65%+4574.7pp | 802.84%+4801.5pp | 345.32%+5259.0pp |
| Employer contribution / active EE | $1,160 | $5,856-80.2% | $5,143-77.4% | $4,762-75.6% |
| Participant deferral / active EE | $5,271 | $5,948-11.4% | $5,198+1.4% | $5,850-9.9% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |