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 3-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 | $13,023 | $175,202-92.6% | $149,673-91.3% | $139,434-90.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.75% | 166.71%-138.0pp | 134.42%-105.7pp | 372.94%-344.2pp |
| Employer contribution / active EE | $663 | $5,474-87.9% | $4,818-86.2% | $4,751-86.0% |
| Participant deferral / active EE | $5,296 | $6,519-18.8% | $5,680-6.8% | $6,710-21.1% |
| Admin fee / account holder | $14 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |