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 | $7,555 | $157,256-95.2% | $141,162-94.6% | $152,861-95.1% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 37.82% | 64.32%-26.5pp | 71.39%-33.6pp | 345.32%-307.5pp |
| Employer contribution / active EE | $898 | $5,261-82.9% | $4,735-81.0% | $4,762-81.1% |
| Participant deferral / active EE | $3,666 | $7,109-48.4% | $6,709-45.4% | $5,850-37.3% |
| Admin fee / account holder | $271 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |