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 | $13,778 | $116,175-88.1% | $93,606-85.3% | $152,861-91.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 35.40% | 35.96%-0.6pp | 32.76%+2.6pp | 345.32%-309.9pp |
| Employer contribution / active EE | $421 | $3,218-86.9% | $2,718-84.5% | $4,762-91.2% |
| Participant deferral / active EE | $9,635 | $4,603+109.3% | $4,069+136.8% | $5,850+64.7% |
| Admin fee / account holder | $58 | $10,748-99.5% | $7,888-99.3% | $11,596-99.5% |