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 6-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 | $6,043 | $167,307-96.4% | $143,757-95.8% | $134,475-95.5% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -9.75% | 0.46%-10.2pp | -0.04%-9.7pp | 417.96%-427.7pp |
| Employer contribution / active EE | $743 | $5,619-86.8% | $4,951-85.0% | $4,740-84.3% |
| Participant deferral / active EE | $2,186 | $6,446-66.1% | $5,637-61.2% | $6,400-65.8% |
| Admin fee / account holder | $121 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |