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 5-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 | $6,380 | $114,381-94.4% | $107,525-94.1% | $142,382-95.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.21% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $801 | $4,015-80.1% | $3,754-78.7% | $4,299-81.4% |
| Participant deferral / active EE | $2,298 | $5,564-58.7% | $5,116-55.1% | $6,507-64.7% |
| Admin fee / account holder | $98 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |