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 | $14,081 | $89,753-84.3% | $107,525-86.9% | $84,808-83.4% |
| Participation rate | 84.8% | 68.1%+16.8pp | 75.1%+9.8pp | 68.3%+16.5pp |
| Annual return | 25.37% | 29.48%-4.1pp | 181.32%-155.9pp | 40.90%-15.5pp |
| Employer contribution / active EE | $180 | $3,113-94.2% | $3,754-95.2% | $2,631-93.2% |
| Participant deferral / active EE | $2,519 | $4,056-37.9% | $5,116-50.8% | $4,212-40.2% |
| Admin fee / account holder | $41 | $7,222-99.4% | $8,919-99.5% | $7,344-99.4% |