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 | $6,698 | $209,411-96.8% | $178,490-96.2% | $158,922-95.8% |
| Participation rate | 95.5% | 86.3%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 41.42% | 188.75%-147.3pp | 151.07%-109.7pp | 302.83%-261.4pp |
| Employer contribution / active EE | $18 | $5,706-99.7% | $5,011-99.6% | $4,761-99.6% |
| Participant deferral / active EE | $3,590 | $5,954-39.7% | $5,202-31.0% | $5,982-40.0% |
| Admin fee / account holder | $28 | $17,074-99.8% | $13,984-99.8% | $11,246-99.8% |