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 | $6,586 | $175,202-96.2% | $149,673-95.6% | $139,434-95.3% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 29.51% | 166.71%-137.2pp | 134.42%-104.9pp | 372.94%-343.4pp |
| Employer contribution / active EE | $624 | $5,474-88.6% | $4,818-87.1% | $4,751-86.9% |
| Participant deferral / active EE | $2,829 | $6,519-56.6% | $5,680-50.2% | $6,710-57.8% |
| Admin fee / account holder | $98 | $16,150-99.4% | $13,210-99.3% | $11,403-99.1% |