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 | $14,428 | $80,673-82.1% | $101,326-85.8% | $84,808-83.0% |
| Participation rate | 82.2% | 77.8%+4.4pp | 81.5%+0.7pp | 68.3%+13.9pp |
| Annual return | 108.17% | 38.95%+69.2pp | 36.82%+71.4pp | 40.90%+67.3pp |
| Employer contribution / active EE | $1 | $2,698-99.9% | $3,665-100.0% | $2,631-99.9% |
| Participant deferral / active EE | $9,464 | $6,840+38.4% | $7,994+18.4% | $4,212+124.7% |
| Admin fee / account holder | $184 | $12,784-98.6% | $11,185-98.4% | $7,344-97.5% |