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 | $8,819 | $117,841-92.5% | $102,423-91.4% | $145,922-94.0% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 13.05% | 31.65%-18.6pp | 29.32%-16.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,394 | $5,731-58.2% | $5,053-52.6% | $6,688-64.2% |
| Admin fee / account holder | $154 | $13,326-98.8% | $9,451-98.4% | $13,397-98.9% |