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 | $15,292 | $217,402-93.0% | $185,823-91.8% | $167,490-90.9% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 34.63% | 148.36%-113.7pp | 122.05%-87.4pp | 478.56%-443.9pp |
| Employer contribution / active EE | $971 | $5,873-83.5% | $5,167-81.2% | $4,837-79.9% |
| Participant deferral / active EE | $2,307 | $6,356-63.7% | $5,568-58.6% | $6,341-63.6% |
| Admin fee / account holder | $226 | $19,811-98.9% | $16,237-98.6% | $12,309-98.2% |