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 3-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 | $11,716 | $183,519-93.6% | $155,509-92.5% | $145,922-92.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 24.57% | 61.17%-36.6pp | 64.67%-40.1pp | 561.29%-536.7pp |
| Employer contribution / active EE | $698 | $5,313-86.9% | $4,672-85.1% | $4,660-85.0% |
| Participant deferral / active EE | $2,144 | $6,462-66.8% | $5,626-61.9% | $6,688-67.9% |
| Admin fee / account holder | $41 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |