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 | $4,872 | $154,117-96.8% | $129,995-96.3% | $139,434-96.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 17.58% | 32.48%-14.9pp | -137.18%+154.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $743 | $5,289-85.9% | $4,320-82.8% | $4,751-84.4% |
| Participant deferral / active EE | $2,177 | $6,710-67.6% | $5,820-62.6% | $6,710-67.6% |
| Admin fee / account holder | $78 | $14,007-99.4% | $10,614-99.3% | $11,403-99.3% |