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 10-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 | $13,503 | $105,998-87.3% | $92,233-85.4% | $147,584-90.9% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 17.34% | 50.05%-32.7pp | 176.28%-158.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $357 | $4,333-91.8% | $3,679-90.3% | $4,876-92.7% |
| Participant deferral / active EE | $2,646 | $4,478-40.9% | $3,897-32.1% | $5,439-51.4% |
| Admin fee / account holder | $1 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |