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 | $11,451 | $159,934-92.8% | $147,005-92.2% | $145,959-92.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.14% | 98.24%-63.1pp | 418.76%-383.6pp | 561.95%-526.8pp |
| Employer contribution / active EE | $997 | $5,287-81.1% | $4,934-79.8% | $4,661-78.6% |
| Participant deferral / active EE | $6,841 | $8,427-18.8% | $8,070-15.2% | $6,689+2.3% |
| Admin fee / account holder | $41 | $15,053-99.7% | $13,006-99.7% | $13,398-99.7% |