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 6-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 | $8,525 | $217,402-96.1% | $185,823-95.4% | $167,490-94.9% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 18.44% | 148.36%-129.9pp | 122.05%-103.6pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,145 | $5,873-80.5% | $5,167-77.8% | $4,837-76.3% |
| Participant deferral / active EE | $3,262 | $6,356-48.7% | $5,568-41.4% | $6,341-48.6% |
| Admin fee / account holder | $20 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |