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 | $3,511 | $176,812-98.0% | $146,665-97.6% | $167,490-97.9% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 20.86% | 24.03%-3.2pp | 22.74%-1.9pp | 478.56%-457.7pp |
| Employer contribution / active EE | $833 | $5,160-83.8% | $4,136-79.9% | $4,837-82.8% |
| Participant deferral / active EE | $2,441 | $6,440-62.1% | $5,506-55.7% | $6,341-61.5% |
| Admin fee / account holder | $139 | $13,259-98.9% | $10,280-98.6% | $12,309-98.9% |