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 | $14,638 | $165,335-91.1% | $149,696-90.2% | $158,922-90.8% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 28.44% | 348.15%-319.7pp | 276.60%-248.2pp | 302.83%-274.4pp |
| Employer contribution / active EE | $705 | $5,103-86.2% | $4,644-84.8% | $4,761-85.2% |
| Participant deferral / active EE | $2,695 | $7,181-62.5% | $6,842-60.6% | $5,982-55.0% |
| Admin fee / account holder | $77 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |