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 8-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 | $4,277 | $198,466-97.8% | $170,442-97.5% | $147,584-97.1% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 44.38% | 257.29%-212.9pp | 205.93%-161.5pp | 578.55%-534.2pp |
| Employer contribution / active EE | $835 | $6,184-86.5% | $5,433-84.6% | $4,876-82.9% |
| Participant deferral / active EE | $2,432 | $5,629-56.8% | $4,939-50.8% | $5,439-55.3% |
| Admin fee / account holder | $40 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |