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 | $23,971 | $149,734-84.0% | $118,925-79.8% | $158,922-84.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.71% | 19.95%-3.2pp | 35.88%-19.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $366 | $4,115-91.1% | $3,263-88.8% | $4,761-92.3% |
| Participant deferral / active EE | $12,190 | $5,223+133.4% | $4,265+185.8% | $5,982+103.8% |
| Admin fee / account holder | $247 | $8,603-97.1% | $6,581-96.2% | $11,246-97.8% |