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 8-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 | $9,187 | $202,318-95.5% | $172,739-94.7% | $152,861-94.0% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 27.72% | 1029.65%-1001.9pp | 802.84%-775.1pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,150 | $5,856-80.4% | $5,143-77.6% | $4,762-75.8% |
| Participant deferral / active EE | $3,024 | $5,948-49.2% | $5,198-41.8% | $5,850-48.3% |
| Admin fee / account holder | $46 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |