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 | $22,172 | $168,632-86.9% | $147,614-85.0% | $125,391-82.3% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | 1.04% | 77.65%-76.6pp | 61.98%-60.9pp | 282.22%-281.2pp |
| Employer contribution / active EE | $652 | $6,252-89.6% | $5,564-88.3% | $4,866-86.6% |
| Participant deferral / active EE | $2,832 | $5,507-48.6% | $4,895-42.1% | $5,352-47.1% |
| Admin fee / account holder | $111 | $13,580-99.2% | $11,611-99.0% | $9,540-98.8% |