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 5-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 | $3,300 | $175,202-98.1% | $149,673-97.8% | $139,434-97.6% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 21.28% | 166.71%-145.4pp | 134.42%-113.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $359 | $5,474-93.4% | $4,818-92.6% | $4,751-92.5% |
| Participant deferral / active EE | $1,918 | $6,519-70.6% | $5,680-66.2% | $6,710-71.4% |
| Admin fee / account holder | $45 | $16,150-99.7% | $13,210-99.7% | $11,403-99.6% |