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 | $8,186 | $154,117-94.7% | $129,995-93.7% | $139,434-94.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.97% | 32.48%-8.5pp | -137.18%+161.1pp | 372.94%-349.0pp |
| Employer contribution / active EE | $562 | $5,289-89.4% | $4,320-87.0% | $4,751-88.2% |
| Participant deferral / active EE | $3,606 | $6,710-46.3% | $5,820-38.0% | $6,710-46.3% |
| Admin fee / account holder | $90 | $14,007-99.4% | $10,614-99.1% | $11,403-99.2% |