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 | $17,198 | $175,202-90.2% | $149,673-88.5% | $139,434-87.7% |
| Participation rate | 88.2% | 83.4%+4.9pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 21.09% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.9pp |
| Employer contribution / active EE | $51 | $5,474-99.1% | $4,818-98.9% | $4,751-98.9% |
| Participant deferral / active EE | $1,968 | $6,519-69.8% | $5,680-65.3% | $6,710-70.7% |
| Admin fee / account holder | $235 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |