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 | $4,547 | $127,386-96.4% | $115,037-96.0% | $125,391-96.4% |
| Participation rate | 84.2% | 84.2%+0.1pp | 81.4%+2.8pp | 83.2%+1.0pp |
| Annual return | 88.35% | 31.28%+57.1pp | 26.14%+62.2pp | 282.22%-193.9pp |
| Employer contribution / active EE | $526 | $5,166-89.8% | $4,608-88.6% | $4,866-89.2% |
| Participant deferral / active EE | $2,144 | $6,423-66.6% | $6,026-64.4% | $5,352-59.9% |
| Admin fee / account holder | $11 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |