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 9-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 | $10,937 | $209,411-94.8% | $178,490-93.9% | $158,922-93.1% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 24.16% | 188.75%-164.6pp | 151.07%-126.9pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,111 | $5,706-80.5% | $5,011-77.8% | $4,761-76.7% |
| Participant deferral / active EE | $2,802 | $5,954-52.9% | $5,202-46.1% | $5,982-53.2% |
| Admin fee / account holder | $69 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |