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 8-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 | $4,361 | $226,064-98.1% | $182,532-97.6% | $152,861-97.1% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 19.47% | 192.51%-173.0pp | 148.54%-129.1pp | 345.32%-325.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,209 | $6,368-49.6% | $5,524-41.9% | $5,850-45.1% |
| Admin fee / account holder | $15 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |