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 | $3,612 | $115,770-96.9% | $101,248-96.4% | $158,922-97.7% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.8%+6.8pp | 82.0%+0.7pp |
| Annual return | 33.59% | 56.14%-22.5pp | 46.47%-12.9pp | 302.83%-269.2pp |
| Employer contribution / active EE | $382 | $4,175-90.9% | $3,660-89.6% | $4,761-92.0% |
| Participant deferral / active EE | $1,518 | $4,957-69.4% | $4,370-65.3% | $5,982-74.6% |
| Admin fee / account holder | $78 | $7,245-98.9% | $5,945-98.7% | $11,246-99.3% |