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 | $4,179 | $175,202-97.6% | $149,673-97.2% | $139,434-97.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 1344.09% | 166.71%+1177.4pp | 134.42%+1209.7pp | 372.94%+971.1pp |
| Employer contribution / active EE | $29 | $5,474-99.5% | $4,818-99.4% | $4,751-99.4% |
| Participant deferral / active EE | $3,292 | $6,519-49.5% | $5,680-42.0% | $6,710-50.9% |
| Admin fee / account holder | $21 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |