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 6-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 | $17,732 | $217,402-91.8% | $185,823-90.5% | $167,490-89.4% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 24.37% | 148.36%-124.0pp | 122.05%-97.7pp | 478.56%-454.2pp |
| Employer contribution / active EE | $718 | $5,873-87.8% | $5,167-86.1% | $4,837-85.2% |
| Participant deferral / active EE | $8,640 | $6,356+35.9% | $5,568+55.2% | $6,341+36.2% |
| Admin fee / account holder | $116 | $19,811-99.4% | $16,237-99.3% | $12,309-99.1% |