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 | $4,192 | $100,852-95.8% | $90,404-95.4% | $158,922-97.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 29.43% | 1724.20%-1694.8pp | 1293.02%-1263.6pp | 302.83%-273.4pp |
| Employer contribution / active EE | $128 | $3,689-96.5% | $3,262-96.1% | $4,761-97.3% |
| Participant deferral / active EE | $1,586 | $4,348-63.5% | $3,963-60.0% | $5,982-73.5% |
| Admin fee / account holder | $190 | $6,501-97.1% | $5,611-96.6% | $11,246-98.3% |