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 | $24,695 | $176,812-86.0% | $146,665-83.2% | $167,490-85.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.16% | 24.03%-6.9pp | 22.74%-5.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $570 | $5,160-89.0% | $4,136-86.2% | $4,837-88.2% |
| Participant deferral / active EE | $3,602 | $6,440-44.1% | $5,506-34.6% | $6,341-43.2% |
| Admin fee / account holder | $291 | $13,259-97.8% | $10,280-97.2% | $12,309-97.6% |