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 | $5,842 | $111,724-94.8% | $93,606-93.8% | $145,922-96.0% |
| Participation rate | 94.7% | 74.2%+20.5pp | 68.7%+26.0pp | 80.3%+14.5pp |
| Annual return | 13.43% | 202.98%-189.6pp | 133.20%-119.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $510 | $3,090-83.5% | $2,420-78.9% | $4,660-89.1% |
| Participant deferral / active EE | $1,927 | $4,912-60.8% | $4,411-56.3% | $6,688-71.2% |
| Admin fee / account holder | $211 | $10,250-97.9% | $8,285-97.5% | $13,397-98.4% |