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 | $12,006 | $159,602-92.5% | $150,045-92.0% | $142,382-91.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 31.09% | 70.24%-39.1pp | 62.55%-31.5pp | 217.08%-186.0pp |
| Employer contribution / active EE | $687 | $4,961-86.1% | $4,693-85.4% | $4,299-84.0% |
| Participant deferral / active EE | $3,989 | $8,310-52.0% | $7,997-50.1% | $6,507-38.7% |
| Admin fee / account holder | $193 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |