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 | $3,652 | $209,411-98.3% | $178,490-98.0% | $158,922-97.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.82% | 188.75%-157.9pp | 151.07%-120.3pp | 302.83%-272.0pp |
| Employer contribution / active EE | $118 | $5,706-97.9% | $5,011-97.6% | $4,761-97.5% |
| Participant deferral / active EE | $2,077 | $5,954-65.1% | $5,202-60.1% | $5,982-65.3% |
| Admin fee / account holder | $49 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |