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 6-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 | $9,895 | $177,572-94.4% | $154,803-93.6% | $142,382-93.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.97% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $546 | $4,810-88.6% | $4,305-87.3% | $4,299-87.3% |
| Participant deferral / active EE | $2,776 | $6,272-55.7% | $5,540-49.9% | $6,507-57.3% |
| Admin fee / account holder | $192 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |