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 | $15,404 | $175,202-91.2% | $149,673-89.7% | $139,434-89.0% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 20.40% | 166.71%-146.3pp | 134.42%-114.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $460 | $5,474-91.6% | $4,818-90.5% | $4,751-90.3% |
| Participant deferral / active EE | $3,751 | $6,519-42.5% | $5,680-34.0% | $6,710-44.1% |
| Admin fee / account holder | $86 | $16,150-99.5% | $13,210-99.4% | $11,403-99.2% |