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 7-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 | $28,094 | $197,591-85.8% | $177,821-84.2% | $158,922-82.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 207.26% | 58.76%+148.5pp | 48.32%+158.9pp | 302.83%-95.6pp |
| Employer contribution / active EE | $82 | $6,697-98.8% | $5,918-98.6% | $4,761-98.3% |
| Participant deferral / active EE | $9,837 | $8,405+17.0% | $7,714+27.5% | $5,982+64.4% |
| Admin fee / account holder | $287 | $15,399-98.1% | $12,427-97.7% | $11,246-97.5% |