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 9-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 | $10,075 | $157,256-93.6% | $141,162-92.9% | $152,861-93.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 21.19% | 64.32%-43.1pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $415 | $5,261-92.1% | $4,735-91.2% | $4,762-91.3% |
| Participant deferral / active EE | $5,045 | $7,109-29.0% | $6,709-24.8% | $5,850-13.8% |
| Admin fee / account holder | $39 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |