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 9-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 | $13,019 | $157,256-91.7% | $141,162-90.8% | $152,861-91.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 37.85% | 64.32%-26.5pp | 71.39%-33.5pp | 345.32%-307.5pp |
| Employer contribution / active EE | $718 | $5,261-86.4% | $4,735-84.8% | $4,762-84.9% |
| Participant deferral / active EE | $3,017 | $7,109-57.6% | $6,709-55.0% | $5,850-48.4% |
| Admin fee / account holder | $202 | $12,120-98.3% | $10,261-98.0% | $11,596-98.3% |