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 | $5,687 | $239,571-97.6% | $183,328-96.9% | $137,256-95.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 51.23% | 35.69%+15.5pp | 29.67%+21.6pp | 220.34%-169.1pp |
| Employer contribution / active EE | $977 | $6,148-84.1% | $5,055-80.7% | $4,156-76.5% |
| Participant deferral / active EE | $3,912 | $7,995-51.1% | $6,795-42.4% | $6,407-38.9% |
| Admin fee / account holder | $5 | $30,059-100.0% | $21,427-100.0% | $12,270-100.0% |