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 | $3,714 | $156,846-97.6% | $121,098-96.9% | $139,434-97.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 23.38% | 1474.56%-1451.2pp | 985.75%-962.4pp | 372.94%-349.6pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,366 | $4,844+10.8% | $4,080+31.5% | $6,710-20.0% |
| Admin fee / account holder | $48 | $6,946-99.3% | $5,644-99.2% | $11,403-99.6% |