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 5-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 | $5,384 | $154,117-96.5% | $129,995-95.9% | $139,434-96.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 28.25% | 32.48%-4.2pp | -137.18%+165.4pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,058 | $5,289-80.0% | $4,320-75.5% | $4,751-77.7% |
| Participant deferral / active EE | $3,532 | $6,710-47.4% | $5,820-39.3% | $6,710-47.4% |
| Admin fee / account holder | $136 | $14,007-99.0% | $10,614-98.7% | $11,403-98.8% |