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 | $11,441 | $148,534-92.3% | $135,903-91.6% | $139,434-91.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 35.90% | 79.19%-43.3pp | 68.23%-32.3pp | 372.94%-337.0pp |
| Employer contribution / active EE | $899 | $5,243-82.9% | $4,856-81.5% | $4,751-81.1% |
| Participant deferral / active EE | $2,674 | $8,100-67.0% | $7,758-65.5% | $6,710-60.2% |
| Admin fee / account holder | $76 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |