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 3-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 | $21,071 | $165,984-87.3% | $164,813-87.2% | $145,922-85.6% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 15.05% | 100.03%-85.0pp | 69.93%-54.9pp | 561.29%-546.2pp |
| Employer contribution / active EE | $654 | $5,273-87.6% | $4,341-84.9% | $4,660-86.0% |
| Participant deferral / active EE | $2,662 | $6,959-61.8% | $6,031-55.9% | $6,688-60.2% |
| Admin fee / account holder | $170 | $16,648-99.0% | $12,690-98.7% | $13,397-98.7% |