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 | $9,731 | $217,402-95.5% | $185,823-94.8% | $167,490-94.2% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 18.44% | 148.36%-129.9pp | 122.05%-103.6pp | 478.56%-460.1pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,801 | $6,356-24.5% | $5,568-13.8% | $6,341-24.3% |
| Admin fee / account holder | $79 | $19,811-99.6% | $16,237-99.5% | $12,309-99.4% |