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 | $10,219 | $209,411-95.1% | $178,490-94.3% | $158,922-93.6% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 21.93% | 188.75%-166.8pp | 151.07%-129.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $861 | $5,706-84.9% | $5,011-82.8% | $4,761-81.9% |
| Participant deferral / active EE | $2,239 | $5,954-62.4% | $5,202-57.0% | $5,982-62.6% |
| Admin fee / account holder | $49 | $17,074-99.7% | $13,984-99.6% | $11,246-99.6% |