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 | $5,687 | $176,812-96.8% | $146,665-96.1% | $167,490-96.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.78% | 24.03%-4.2pp | 22.74%-3.0pp | 478.56%-458.8pp |
| Employer contribution / active EE | $470 | $5,160-90.9% | $4,136-88.6% | $4,837-90.3% |
| Participant deferral / active EE | $2,350 | $6,440-63.5% | $5,506-57.3% | $6,341-62.9% |
| Admin fee / account holder | $94 | $13,259-99.3% | $10,280-99.1% | $12,309-99.2% |