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 9-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 | $14,277 | $209,411-93.2% | $178,490-92.0% | $158,922-91.0% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 36.50% | 188.75%-152.3pp | 151.07%-114.6pp | 302.83%-266.3pp |
| Employer contribution / active EE | $511 | $5,706-91.0% | $5,011-89.8% | $4,761-89.3% |
| Participant deferral / active EE | $2,956 | $5,954-50.4% | $5,202-43.2% | $5,982-50.6% |
| Admin fee / account holder | $190 | $17,074-98.9% | $13,984-98.6% | $11,246-98.3% |