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 | $6,252 | $165,335-96.2% | $149,696-95.8% | $158,922-96.1% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 10.66% | 348.15%-337.5pp | 276.60%-265.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $624 | $5,103-87.8% | $4,644-86.6% | $4,761-86.9% |
| Participant deferral / active EE | $2,615 | $7,181-63.6% | $6,842-61.8% | $5,982-56.3% |
| Admin fee / account holder | $57 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |