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 | $5,219 | $198,466-97.4% | $170,442-96.9% | $147,584-96.5% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $446 | $6,184-92.8% | $5,433-91.8% | $4,876-90.9% |
| Participant deferral / active EE | $4,329 | $5,629-23.1% | $4,939-12.4% | $5,439-20.4% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |