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 | $17,041 | $179,726-90.5% | $156,263-89.1% | $142,382-88.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.42% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,056 | $5,069-79.2% | $4,333-75.6% | $4,299-75.4% |
| Participant deferral / active EE | $3,272 | $6,956-53.0% | $6,158-46.9% | $6,507-49.7% |
| Admin fee / account holder | $124 | $17,272-99.3% | $14,255-99.1% | $12,624-99.0% |