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 3-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 | $21,707 | $166,020-86.9% | $164,866-86.8% | $145,959-85.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.19% | 100.08%-87.9pp | 69.97%-57.8pp | 561.95%-549.8pp |
| Employer contribution / active EE | $190 | $5,275-96.4% | $4,343-95.6% | $4,661-95.9% |
| Participant deferral / active EE | $6,373 | $6,961-8.4% | $6,033+5.6% | $6,689-4.7% |
| Admin fee / account holder | $164 | $16,644-99.0% | $12,689-98.7% | $13,398-98.8% |