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 | $11,766 | $148,534-92.1% | $135,903-91.3% | $139,434-91.6% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 24.80% | 79.19%-54.4pp | 68.23%-43.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $970 | $5,243-81.5% | $4,856-80.0% | $4,751-79.6% |
| Participant deferral / active EE | $2,826 | $8,100-65.1% | $7,758-63.6% | $6,710-57.9% |
| Admin fee / account holder | $13 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |