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 7-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 | $3,592 | $98,750-96.4% | $149,696-97.6% | $79,858-95.5% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 56.24% | 27.43%+28.8pp | 276.60%-220.4pp | 31.71%+24.5pp |
| Employer contribution / active EE | $345 | $3,216-89.3% | $4,644-92.6% | $2,471-86.0% |
| Participant deferral / active EE | $3,272 | $5,680-42.4% | $6,842-52.2% | $3,740-12.5% |
| Admin fee / account holder | $181 | $6,053-97.0% | $9,309-98.1% | $5,306-96.6% |