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 5-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 | $5,474 | $210,648-97.4% | $177,989-96.9% | $145,922-96.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.89% | 385.86%-371.0pp | 294.48%-279.6pp | 561.29%-546.4pp |
| Employer contribution / active EE | $452 | $4,565-90.1% | $3,949-88.6% | $4,660-90.3% |
| Participant deferral / active EE | $2,449 | $6,958-64.8% | $6,276-61.0% | $6,688-63.4% |
| Admin fee / account holder | $17 | $12,013-99.9% | $10,363-99.8% | $13,397-99.9% |