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 | $10,746 | $150,187-92.8% | $120,354-91.1% | $145,922-92.6% |
| Participation rate | 72.7% | 78.8%-6.0pp | 71.9%+0.8pp | 80.3%-7.5pp |
| Annual return | 34.00% | 154.07%-120.1pp | 107.15%-73.1pp | 561.29%-527.3pp |
| Employer contribution / active EE | $528 | $4,348-87.9% | $3,463-84.7% | $4,660-88.7% |
| Participant deferral / active EE | $4,239 | $6,173-31.3% | $4,991-15.1% | $6,688-36.6% |
| Admin fee / account holder | $36 | $12,207-99.7% | $9,423-99.6% | $13,397-99.7% |