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 10-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 | $5,292 | $198,466-97.3% | $170,442-96.9% | $147,584-96.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 35.61% | 257.29%-221.7pp | 205.93%-170.3pp | 578.55%-542.9pp |
| Employer contribution / active EE | $936 | $6,184-84.9% | $5,433-82.8% | $4,876-80.8% |
| Participant deferral / active EE | $2,098 | $5,629-62.7% | $4,939-57.5% | $5,439-61.4% |
| Admin fee / account holder | $121 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |