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 | $109,881-81.8% | $150,045-86.6% | $84,808-76.4% |
| Participation rate | 81.3% | 76.1%+5.2pp | 82.3%-1.1pp | 68.3%+12.9pp |
| Annual return | 23.19% | 28.25%-5.1pp | 62.55%-39.4pp | 40.90%-17.7pp |
| Employer contribution / active EE | $59 | $3,561-98.4% | $4,693-98.8% | $2,631-97.8% |
| Participant deferral / active EE | $7,226 | $6,636+8.9% | $7,997-9.6% | $4,212+71.6% |
| Admin fee / account holder | $211 | $8,568-97.5% | $13,435-98.4% | $7,344-97.1% |