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 4-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 | $5,329 | $154,117-96.5% | $129,995-95.9% | $139,434-96.2% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 32.75% | 32.48%+0.3pp | -137.18%+169.9pp | 372.94%-340.2pp |
| Employer contribution / active EE | $1,023 | $5,289-80.7% | $4,320-76.3% | $4,751-78.5% |
| Participant deferral / active EE | $2,528 | $6,710-62.3% | $5,820-56.6% | $6,710-62.3% |
| Admin fee / account holder | $257 | $14,007-98.2% | $10,614-97.6% | $11,403-97.7% |