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 7-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 | $7,468 | $202,432-96.3% | $169,368-95.6% | $139,434-94.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.87% | 531.74%-509.9pp | 405.60%-383.7pp | 372.94%-351.1pp |
| Employer contribution / active EE | $323 | $4,692-93.1% | $4,013-92.0% | $4,751-93.2% |
| Participant deferral / active EE | $6,321 | $6,938-8.9% | $6,221+1.6% | $6,710-5.8% |
| Admin fee / account holder | $196 | $10,708-98.2% | $9,003-97.8% | $11,403-98.3% |