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 6-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 | $21,849 | $209,411-89.6% | $178,490-87.8% | $158,922-86.3% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 23.24% | 188.75%-165.5pp | 151.07%-127.8pp | 302.83%-279.6pp |
| Employer contribution / active EE | $635 | $5,706-88.9% | $5,011-87.3% | $4,761-86.7% |
| Participant deferral / active EE | $5,877 | $5,954-1.3% | $5,202+13.0% | $5,982-1.8% |
| Admin fee / account holder | $89 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |