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 9-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 | $7,375 | $228,332-96.8% | $185,823-96.0% | $158,922-95.4% |
| Participation rate | 92.9% | 82.3%+10.6pp | 78.0%+14.8pp | 82.0%+10.9pp |
| Annual return | 19.54% | 40.80%-21.3pp | 35.95%-16.4pp | 302.83%-283.3pp |
| Employer contribution / active EE | $336 | $4,967-93.2% | $4,087-91.8% | $4,761-92.9% |
| Participant deferral / active EE | $1,723 | $6,415-73.1% | $5,632-69.4% | $5,982-71.2% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |