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 | $2,624 | $48,795-94.6% | $65,493-96.0% | $84,808-96.9% |
| Participation rate | 86.7% | 67.0%+19.7pp | 73.1%+13.6pp | 68.3%+18.4pp |
| Annual return | 23.97% | 20.20%+3.8pp | 982.45%-958.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $269 | $1,930-86.1% | $2,574-89.6% | $2,631-89.8% |
| Participant deferral / active EE | $1,069 | $2,928-63.5% | $3,961-73.0% | $4,212-74.6% |
| Admin fee / account holder | $21 | $3,877-99.5% | $5,028-99.6% | $7,344-99.7% |