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 10-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 | $5,374 | $105,998-94.9% | $92,233-94.2% | $147,584-96.4% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 26.74% | 50.05%-23.3pp | 176.28%-149.5pp | 578.55%-551.8pp |
| Employer contribution / active EE | $501 | $4,333-88.4% | $3,679-86.4% | $4,876-89.7% |
| Participant deferral / active EE | $2,120 | $4,478-52.7% | $3,897-45.6% | $5,439-61.0% |
| Admin fee / account holder | $46 | $6,332-99.3% | $5,194-99.1% | $10,885-99.6% |