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 8-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 | $4,132 | $142,405-97.1% | $115,157-96.4% | $152,861-97.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 34.52% | 41.48%-7.0pp | 35.60%-1.1pp | 345.32%-310.8pp |
| Employer contribution / active EE | $580 | $4,010-85.5% | $3,179-81.8% | $4,762-87.8% |
| Participant deferral / active EE | $2,540 | $5,164-50.8% | $4,168-39.1% | $5,850-56.6% |
| Admin fee / account holder | $231 | $8,462-97.3% | $7,088-96.7% | $11,596-98.0% |