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 | $20,847 | $214,378-90.3% | $200,582-89.6% | $142,382-85.4% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 22.98% | 46.41%-23.4pp | 42.33%-19.4pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,256 | $6,841-81.6% | $6,419-80.4% | $4,299-70.8% |
| Participant deferral / active EE | $4,226 | $9,865-57.2% | $9,331-54.7% | $6,507-35.1% |
| Admin fee / account holder | $126 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |