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 | $5,781 | $162,781-96.4% | $133,956-95.7% | $158,922-96.4% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 333.95% | 41.94%+292.0pp | 45.09%+288.9pp | 302.83%+31.1pp |
| Employer contribution / active EE | $46 | $4,975-99.1% | $3,919-98.8% | $4,761-99.0% |
| Participant deferral / active EE | $4,357 | $5,911-26.3% | $5,048-13.7% | $5,982-27.2% |
| Admin fee / account holder | $24 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |