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 | $3,981 | $114,381-96.5% | $107,525-96.3% | $142,382-97.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.47% | 242.71%-217.2pp | 181.32%-155.8pp | 217.08%-191.6pp |
| Employer contribution / active EE | $376 | $4,015-90.6% | $3,754-90.0% | $4,299-91.3% |
| Participant deferral / active EE | $2,045 | $5,564-63.2% | $5,116-60.0% | $6,507-68.6% |
| Admin fee / account holder | $137 | $9,860-98.6% | $8,919-98.5% | $12,624-98.9% |