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 | $4,907 | $175,202-97.2% | $149,673-96.7% | $139,434-96.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 34.69% | 166.71%-132.0pp | 134.42%-99.7pp | 372.94%-338.3pp |
| Employer contribution / active EE | $1,010 | $5,474-81.6% | $4,818-79.0% | $4,751-78.7% |
| Participant deferral / active EE | $2,002 | $6,519-69.3% | $5,680-64.8% | $6,710-70.2% |
| Admin fee / account holder | $32 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |