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 7-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 | $13,664 | $202,318-93.2% | $172,739-92.1% | $152,861-91.1% |
| Participation rate | 70.6% | 87.1%-16.5pp | 82.6%-12.1pp | 82.4%-11.9pp |
| Annual return | 80.73% | 1029.65%-948.9pp | 802.84%-722.1pp | 345.32%-264.6pp |
| Employer contribution / active EE | $1,227 | $5,856-79.0% | $5,143-76.1% | $4,762-74.2% |
| Participant deferral / active EE | $4,005 | $5,948-32.7% | $5,198-22.9% | $5,850-31.5% |
| Admin fee / account holder | $123 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |