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 | $6,398 | $79,944-92.0% | $98,439-93.5% | $75,163-91.5% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.2%+4.8pp | 67.2%+12.8pp |
| Annual return | 20.03% | 19.75%+0.3pp | 21.16%-1.1pp | 160.62%-140.6pp |
| Employer contribution / active EE | $7 | $2,264-99.7% | $3,048-99.8% | $2,670-99.7% |
| Participant deferral / active EE | $2,054 | $3,752-45.3% | $4,738-56.7% | $4,125-50.2% |
| Admin fee / account holder | $251 | $6,840-96.3% | $8,948-97.2% | $5,651-95.6% |