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 | $4,390 | $112,881-96.1% | $90,951-95.2% | $158,922-97.2% |
| Participation rate | 76.9% | 74.7%+2.2pp | 69.0%+7.9pp | 82.0%-5.0pp |
| Annual return | 30.83% | 215.79%-185.0pp | 134.60%-103.8pp | 302.83%-272.0pp |
| Employer contribution / active EE | $321 | $2,893-88.9% | $2,122-84.9% | $4,761-93.3% |
| Participant deferral / active EE | $1,764 | $4,128-57.3% | $3,373-47.7% | $5,982-70.5% |
| Admin fee / account holder | $287 | $8,041-96.4% | $5,959-95.2% | $11,246-97.4% |