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 | $5,261 | $189,613-97.2% | $167,512-96.9% | $142,382-96.3% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 27.00% | 2024.68%-1997.7pp | 1615.79%-1588.8pp | 217.08%-190.1pp |
| Employer contribution / active EE | $200 | $4,349-95.4% | $3,882-94.8% | $4,299-95.3% |
| Participant deferral / active EE | $1,804 | $6,981-74.2% | $6,405-71.8% | $6,507-72.3% |
| Admin fee / account holder | $134 | $10,528-98.7% | $9,769-98.6% | $12,624-98.9% |