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 3-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 | $15,432 | $154,117-90.0% | $129,995-88.1% | $139,434-88.9% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 1873.92% | 32.48%+1841.4pp | -137.18%+2011.1pp | 372.94%+1501.0pp |
| Employer contribution / active EE | $597 | $5,289-88.7% | $4,320-86.2% | $4,751-87.4% |
| Participant deferral / active EE | $2,511 | $6,710-62.6% | $5,820-56.9% | $6,710-62.6% |
| Admin fee / account holder | $209 | $14,007-98.5% | $10,614-98.0% | $11,403-98.2% |