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 | $180,749-97.1% | $160,784-96.7% | $137,256-96.2% |
| Participation rate | 90.0% | 80.0%+10.0pp | 77.0%+13.0pp | 80.0%+10.0pp |
| Annual return | 27.00% | 2234.46%-2207.5pp | 1803.92%-1776.9pp | 220.34%-193.3pp |
| Employer contribution / active EE | $200 | $4,155-95.2% | $3,733-94.6% | $4,156-95.2% |
| Participant deferral / active EE | $1,804 | $6,844-73.6% | $6,293-71.3% | $6,407-71.8% |
| Admin fee / account holder | $134 | $10,397-98.7% | $9,717-98.6% | $12,270-98.9% |