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 5-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 | $6,315 | $117,983-94.6% | $101,794-93.8% | $142,382-95.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.53% | 36.92%-25.4pp | 30.53%-19.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $295 | $2,773-89.4% | $2,289-87.1% | $4,299-93.1% |
| Participant deferral / active EE | $1,288 | $4,714-72.7% | $4,084-68.5% | $6,507-80.2% |
| Admin fee / account holder | $52 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |