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 | $5,994 | $105,998-94.3% | $92,233-93.5% | $147,584-95.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 25.99% | 50.05%-24.1pp | 176.28%-150.3pp | 578.55%-552.6pp |
| Employer contribution / active EE | $661 | $4,333-84.7% | $3,679-82.0% | $4,876-86.4% |
| Participant deferral / active EE | $1,328 | $4,478-70.3% | $3,897-65.9% | $5,439-75.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |