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 | $12,046 | $159,901-92.5% | $146,958-91.8% | $145,922-91.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 111.13% | 98.13%+13.0pp | 418.34%-307.2pp | 561.29%-450.2pp |
| Employer contribution / active EE | $130 | $5,286-97.5% | $4,933-97.4% | $4,660-97.2% |
| Participant deferral / active EE | $13,688 | $8,428+62.4% | $8,070+69.6% | $6,688+104.7% |
| Admin fee / account holder | $131 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |