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 3-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 | $24,103 | $201,272-88.0% | $184,203-86.9% | $145,922-83.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.48% | 29.00%-9.5pp | 28.81%-9.3pp | 561.29%-541.8pp |
| Employer contribution / active EE | $977 | $7,022-86.1% | $6,427-84.8% | $4,660-79.0% |
| Participant deferral / active EE | $7,249 | $9,806-26.1% | $9,131-20.6% | $6,688+8.4% |
| Admin fee / account holder | $125 | $16,364-99.2% | $13,901-99.1% | $13,397-99.1% |