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 | $8,858 | $209,411-95.8% | $178,490-95.0% | $158,922-94.4% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 70.89% | 188.75%-117.9pp | 151.07%-80.2pp | 302.83%-231.9pp |
| Employer contribution / active EE | $874 | $5,706-84.7% | $5,011-82.5% | $4,761-81.6% |
| Participant deferral / active EE | $5,880 | $5,954-1.3% | $5,202+13.0% | $5,982-1.7% |
| Admin fee / account holder | $18 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |