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 | $4,842 | $165,335-97.1% | $149,696-96.8% | $158,922-97.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.11% | 348.15%-313.0pp | 276.60%-241.5pp | 302.83%-267.7pp |
| Employer contribution / active EE | $578 | $5,103-88.7% | $4,644-87.6% | $4,761-87.9% |
| Participant deferral / active EE | $2,906 | $7,181-59.5% | $6,842-57.5% | $5,982-51.4% |
| Admin fee / account holder | $297 | $10,807-97.3% | $9,309-96.8% | $11,246-97.4% |