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 | $15,896 | $209,411-92.4% | $178,490-91.1% | $158,922-90.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.06% | 188.75%-167.7pp | 151.07%-130.0pp | 302.83%-281.8pp |
| Employer contribution / active EE | $786 | $5,706-86.2% | $5,011-84.3% | $4,761-83.5% |
| Participant deferral / active EE | $5,625 | $5,954-5.5% | $5,202+8.1% | $5,982-6.0% |
| Admin fee / account holder | $6 | $17,074-100.0% | $13,984-100.0% | $11,246-99.9% |