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 3-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 | $3,878 | $117,983-96.7% | $101,794-96.2% | $142,382-97.3% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 43.53% | 36.92%+6.6pp | 30.53%+13.0pp | 217.08%-173.5pp |
| Employer contribution / active EE | $8 | $2,773-99.7% | $2,289-99.6% | $4,299-99.8% |
| Participant deferral / active EE | $2,796 | $4,714-40.7% | $4,084-31.5% | $6,507-57.0% |
| Admin fee / account holder | $35 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |