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 | $4,317 | $176,056-97.5% | $159,436-97.3% | $167,490-97.4% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 13.84% | 331.75%-317.9pp | 263.57%-249.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $282 | $5,297-94.7% | $4,829-94.2% | $4,837-94.2% |
| Participant deferral / active EE | $2,684 | $7,750-65.4% | $7,352-63.5% | $6,341-57.7% |
| Admin fee / account holder | $102 | $12,554-99.2% | $10,799-99.1% | $12,309-99.2% |