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 9-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 | $8,209 | $62,586-86.9% | $76,768-89.3% | $64,186-87.2% |
| Participation rate | 90.6% | 72.8%+17.8pp | 77.0%+13.6pp | 69.6%+21.0pp |
| Annual return | 151.37% | -1.95%+153.3pp | 2.43%+148.9pp | 7.63%+143.7pp |
| Employer contribution / active EE | $95 | $1,832-94.8% | $2,485-96.2% | $2,381-96.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $75 | $4,667-98.4% | $6,675-98.9% | $4,888-98.5% |