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 | $7,995 | $217,402-96.3% | $185,823-95.7% | $167,490-95.2% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 17.27% | 148.36%-131.1pp | 122.05%-104.8pp | 478.56%-461.3pp |
| Employer contribution / active EE | $342 | $5,873-94.2% | $5,167-93.4% | $4,837-92.9% |
| Participant deferral / active EE | $3,346 | $6,356-47.4% | $5,568-39.9% | $6,341-47.2% |
| Admin fee / account holder | $102 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |