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 | $6,600 | $183,519-96.4% | $155,509-95.8% | $145,922-95.5% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.3pp | 80.3%+14.2pp |
| Annual return | 13.88% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $821 | $5,313-84.6% | $4,672-82.4% | $4,660-82.4% |
| Participant deferral / active EE | $1,828 | $6,462-71.7% | $5,626-67.5% | $6,688-72.7% |
| Admin fee / account holder | $87 | $19,313-99.5% | $15,912-99.5% | $13,397-99.3% |