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 | $19,362 | $185,822-89.6% | $169,993-88.6% | $139,434-86.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.76% | 60.50%-37.7pp | 53.37%-30.6pp | 372.94%-350.2pp |
| Employer contribution / active EE | $548 | $7,590-92.8% | $6,785-91.9% | $4,751-88.5% |
| Participant deferral / active EE | $5,519 | $11,622-52.5% | $10,408-47.0% | $6,710-17.8% |
| Admin fee / account holder | $28 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |