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 | $15,451 | $165,335-90.7% | $149,696-89.7% | $158,922-90.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 51.94% | 348.15%-296.2pp | 276.60%-224.7pp | 302.83%-250.9pp |
| Employer contribution / active EE | $660 | $5,103-87.1% | $4,644-85.8% | $4,761-86.1% |
| Participant deferral / active EE | $8,673 | $7,181+20.8% | $6,842+26.8% | $5,982+45.0% |
| Admin fee / account holder | $130 | $10,807-98.8% | $9,309-98.6% | $11,246-98.8% |