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 | $15,344 | $159,602-90.4% | $150,045-89.8% | $142,382-89.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 37.15% | 70.24%-33.1pp | 62.55%-25.4pp | 217.08%-179.9pp |
| Employer contribution / active EE | $518 | $4,961-89.5% | $4,693-89.0% | $4,299-87.9% |
| Participant deferral / active EE | $5,090 | $8,310-38.7% | $7,997-36.3% | $6,507-21.8% |
| Admin fee / account holder | $23 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |