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 | $6,168 | $209,411-97.1% | $178,490-96.5% | $158,922-96.1% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 38.58% | 188.75%-150.2pp | 151.07%-112.5pp | 302.83%-264.2pp |
| Employer contribution / active EE | $619 | $5,706-89.2% | $5,011-87.7% | $4,761-87.0% |
| Participant deferral / active EE | $2,447 | $5,954-58.9% | $5,202-53.0% | $5,982-59.1% |
| Admin fee / account holder | $86 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |