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 4-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 | $5,136 | $175,202-97.1% | $149,673-96.6% | $139,434-96.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 21.41% | 166.71%-145.3pp | 134.42%-113.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,038 | $5,474-81.0% | $4,818-78.4% | $4,751-78.1% |
| Participant deferral / active EE | $1,902 | $6,519-70.8% | $5,680-66.5% | $6,710-71.7% |
| Admin fee / account holder | $230 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |