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 7-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 | $10,213 | $117,983-91.3% | $101,794-90.0% | $142,382-92.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.82% | 36.92%-14.1pp | 30.53%-7.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $241 | $2,773-91.3% | $2,289-89.5% | $4,299-94.4% |
| Participant deferral / active EE | $4,825 | $4,714+2.4% | $4,084+18.1% | $6,507-25.8% |
| Admin fee / account holder | $8 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |