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 | $9,965 | $217,402-95.4% | $185,823-94.6% | $167,490-94.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.21% | 148.36%-124.2pp | 122.05%-97.8pp | 478.56%-454.4pp |
| Employer contribution / active EE | $684 | $5,873-88.4% | $5,167-86.8% | $4,837-85.9% |
| Participant deferral / active EE | $5,861 | $6,356-7.8% | $5,568+5.3% | $6,341-7.6% |
| Admin fee / account holder | $32 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |