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 6-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 | $8,247 | $217,402-96.2% | $185,823-95.6% | $167,490-95.1% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 40.24% | 148.36%-108.1pp | 122.05%-81.8pp | 478.56%-438.3pp |
| Employer contribution / active EE | $244 | $5,873-95.9% | $5,167-95.3% | $4,837-95.0% |
| Participant deferral / active EE | $2,496 | $6,356-60.7% | $5,568-55.2% | $6,341-60.6% |
| Admin fee / account holder | $55 | $19,811-99.7% | $16,237-99.7% | $12,309-99.6% |