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 4-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 | $6,022 | $106,515-94.3% | $96,683-93.8% | $139,434-95.7% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 22.06% | 38.43%-16.4pp | 35.69%-13.6pp | 372.94%-350.9pp |
| Employer contribution / active EE | $237 | $4,103-94.2% | $3,737-93.7% | $4,751-95.0% |
| Participant deferral / active EE | $1,709 | $5,454-68.7% | $4,878-65.0% | $6,710-74.5% |
| Admin fee / account holder | $71 | $7,877-99.1% | $6,730-98.9% | $11,403-99.4% |