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 | $3,917 | $70,756-94.5% | $65,493-94.0% | $142,382-97.2% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 21.04% | 1754.89%-1733.9pp | 982.45%-961.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $230 | $2,881-92.0% | $2,574-91.1% | $4,299-94.7% |
| Participant deferral / active EE | $1,229 | $4,637-73.5% | $3,961-69.0% | $6,507-81.1% |
| Admin fee / account holder | $29 | $6,559-99.6% | $5,028-99.4% | $12,624-99.8% |