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 4-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 | $11,036 | $159,602-93.1% | $150,045-92.6% | $142,382-92.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 21.64% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $606 | $4,961-87.8% | $4,693-87.1% | $4,299-85.9% |
| Participant deferral / active EE | $4,942 | $8,310-40.5% | $7,997-38.2% | $6,507-24.1% |
| Admin fee / account holder | $168 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |