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 7-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 | $15,962 | $175,202-90.9% | $149,673-89.3% | $139,434-88.6% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 12.54% | 166.71%-154.2pp | 134.42%-121.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $488 | $5,474-91.1% | $4,818-89.9% | $4,751-89.7% |
| Participant deferral / active EE | $2,223 | $6,519-65.9% | $5,680-60.9% | $6,710-66.9% |
| Admin fee / account holder | $250 | $16,150-98.5% | $13,210-98.1% | $11,403-97.8% |