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 | $20,041 | $106,749-81.2% | $145,433-86.2% | $82,448-75.7% |
| Participation rate | 81.3% | 75.6%+5.6pp | 82.1%-0.9pp | 68.1%+13.2pp |
| Annual return | 23.19% | 27.59%-4.4pp | 66.58%-43.4pp | 41.64%-18.4pp |
| Employer contribution / active EE | $59 | $3,444-98.3% | $4,554-98.7% | $2,551-97.7% |
| Participant deferral / active EE | $7,226 | $6,519+10.8% | $7,897-8.5% | $4,139+74.6% |
| Admin fee / account holder | $211 | $8,390-97.5% | $13,129-98.4% | $7,234-97.1% |