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 | $5,549 | $112,729-95.1% | $98,716-94.4% | $137,256-96.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.92% | 38.48%-22.6pp | 31.81%-15.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $256 | $2,725-90.6% | $2,279-88.8% | $4,156-93.8% |
| Participant deferral / active EE | $1,837 | $4,640-60.4% | $4,048-54.6% | $6,407-71.3% |
| Admin fee / account holder | $93 | $10,129-99.1% | $8,703-98.9% | $12,270-99.2% |