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 9-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 | $16,404 | $62,586-73.8% | $76,768-78.6% | $64,186-74.4% |
| Participation rate | 94.9% | 72.8%+22.1pp | 77.0%+18.0pp | 69.6%+25.3pp |
| Annual return | 74.03% | -1.95%+76.0pp | 2.43%+71.6pp | 7.63%+66.4pp |
| Employer contribution / active EE | $98 | $1,832-94.6% | $2,485-96.1% | $2,381-95.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $101 | $4,667-97.8% | $6,675-98.5% | $4,888-97.9% |