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 9-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 | $4,081 | $96,484-95.8% | $75,886-94.6% | $152,861-97.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.4%+3.3pp |
| Annual return | 21.76% | 33.98%-12.2pp | 30.76%-9.0pp | 345.32%-323.6pp |
| Employer contribution / active EE | $317 | $3,309-90.4% | $2,500-87.3% | $4,762-93.3% |
| Participant deferral / active EE | $1,474 | $4,553-67.6% | $3,603-59.1% | $5,850-74.8% |
| Admin fee / account holder | $43 | $8,078-99.5% | $5,418-99.2% | $11,596-99.6% |