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 | $8,943 | $159,602-94.4% | $150,045-94.0% | $142,382-93.7% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 34.69% | 70.24%-35.5pp | 62.55%-27.9pp | 217.08%-182.4pp |
| Employer contribution / active EE | $364 | $4,961-92.7% | $4,693-92.2% | $4,299-91.5% |
| Participant deferral / active EE | $6,076 | $8,310-26.9% | $7,997-24.0% | $6,507-6.6% |
| Admin fee / account holder | $22 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |