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 6-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 | $12,360 | $124,185-90.0% | $108,410-88.6% | $167,490-92.6% |
| Participation rate | 87.5% | 82.3%+5.2pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 25.89% | 1379.64%-1353.7pp | 905.27%-879.4pp | 478.56%-452.7pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,657 | $6,908-18.1% | $6,563-13.8% | $6,341-10.8% |
| Admin fee / account holder | $109 | $9,455-98.9% | $7,295-98.5% | $12,309-99.1% |