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 4-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 | $6,993 | $175,202-96.0% | $149,673-95.3% | $139,434-95.0% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 29.11% | 166.71%-137.6pp | 134.42%-105.3pp | 372.94%-343.8pp |
| Employer contribution / active EE | $865 | $5,474-84.2% | $4,818-82.0% | $4,751-81.8% |
| Participant deferral / active EE | $2,089 | $6,519-68.0% | $5,680-63.2% | $6,710-68.9% |
| Admin fee / account holder | $117 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |