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 7-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 | $7,361 | $115,770-93.6% | $101,248-92.7% | $158,922-95.4% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 25.83% | 56.14%-30.3pp | 46.47%-20.6pp | 302.83%-277.0pp |
| Employer contribution / active EE | $519 | $4,175-87.6% | $3,660-85.8% | $4,761-89.1% |
| Participant deferral / active EE | $1,742 | $4,957-64.9% | $4,370-60.1% | $5,982-70.9% |
| Admin fee / account holder | $41 | $7,245-99.4% | $5,945-99.3% | $11,246-99.6% |