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 | $6,380 | $111,301-94.3% | $112,977-94.4% | $158,922-96.0% |
| Participation rate | 83.3% | 83.5%-0.2pp | 82.6%+0.8pp | 82.0%+1.4pp |
| Annual return | 147.08% | 26.40%+120.7pp | 24.24%+122.8pp | 302.83%-155.7pp |
| Employer contribution / active EE | $306 | $4,471-93.2% | $4,255-92.8% | $4,761-93.6% |
| Participant deferral / active EE | $4,617 | $5,880-21.5% | $5,836-20.9% | $5,982-22.8% |
| Admin fee / account holder | $278 | $8,392-96.7% | $6,294-95.6% | $11,246-97.5% |