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 | $3,899 | $163,101-97.6% | $136,749-97.1% | $142,382-97.3% |
| Participation rate | 95.5% | 78.2%+17.2pp | 72.1%+23.3pp | 80.1%+15.3pp |
| Annual return | 24.92% | 27.54%-2.6pp | 24.33%+0.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $720 | $4,117-82.5% | $3,400-78.8% | $4,299-83.2% |
| Participant deferral / active EE | $1,509 | $5,585-73.0% | $4,692-67.8% | $6,507-76.8% |
| Admin fee / account holder | $217 | $14,318-98.5% | $11,386-98.1% | $12,624-98.3% |