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 | $4,741 | $111,535-95.7% | $105,223-95.5% | $137,256-96.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 38.32% | 237.85%-199.5pp | 180.65%-142.3pp | 220.34%-182.0pp |
| Employer contribution / active EE | $360 | $3,939-90.9% | $3,689-90.2% | $4,156-91.3% |
| Participant deferral / active EE | $4,046 | $5,500-26.4% | $5,072-20.2% | $6,407-36.9% |
| Admin fee / account holder | $71 | $9,721-99.3% | $8,859-99.2% | $12,270-99.4% |