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 | $21,331 | $217,402-90.2% | $185,823-88.5% | $167,490-87.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.61% | 148.36%-123.8pp | 122.05%-97.4pp | 478.56%-454.0pp |
| Employer contribution / active EE | $356 | $5,873-93.9% | $5,167-93.1% | $4,837-92.6% |
| Participant deferral / active EE | $11,619 | $6,356+82.8% | $5,568+108.7% | $6,341+83.2% |
| Admin fee / account holder | $163 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |