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 | $6,801 | $176,056-96.1% | $159,436-95.7% | $167,490-95.9% |
| Participation rate | 84.2% | 84.9%-0.7pp | 82.8%+1.4pp | 82.1%+2.1pp |
| Annual return | 26.21% | 331.75%-305.5pp | 263.57%-237.4pp | 478.56%-452.3pp |
| Employer contribution / active EE | $62 | $5,297-98.8% | $4,829-98.7% | $4,837-98.7% |
| Participant deferral / active EE | $3,729 | $7,750-51.9% | $7,352-49.3% | $6,341-41.2% |
| Admin fee / account holder | $25 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |