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 | $7,370 | $189,613-96.1% | $167,512-95.6% | $142,382-94.8% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 19.77% | 2024.68%-2004.9pp | 1615.79%-1596.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $451 | $4,349-89.6% | $3,882-88.4% | $4,299-89.5% |
| Participant deferral / active EE | $1,506 | $6,981-78.4% | $6,405-76.5% | $6,507-76.9% |
| Admin fee / account holder | $67 | $10,528-99.4% | $9,769-99.3% | $12,624-99.5% |