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 10-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 | $28,865 | $183,963-84.3% | $162,163-82.2% | $152,861-81.1% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.6%-6.3pp | 82.4%-1.2pp |
| Annual return | 21.20% | 150.76%-129.6pp | 115.59%-94.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $772 | $6,371-87.9% | $5,614-86.2% | $4,762-83.8% |
| Participant deferral / active EE | $3,232 | $8,034-59.8% | $7,298-55.7% | $5,850-44.8% |
| Admin fee / account holder | $19 | $13,121-99.9% | $10,843-99.8% | $11,596-99.8% |