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 | $14,432 | $202,432-92.9% | $169,368-91.5% | $139,434-89.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 94.41% | 531.74%-437.3pp | 405.60%-311.2pp | 372.94%-278.5pp |
| Employer contribution / active EE | $542 | $4,692-88.4% | $4,013-86.5% | $4,751-88.6% |
| Participant deferral / active EE | $3,238 | $6,938-53.3% | $6,221-48.0% | $6,710-51.7% |
| Admin fee / account holder | $202 | $10,708-98.1% | $9,003-97.8% | $11,403-98.2% |