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 | $12,412 | $177,572-93.0% | $154,803-92.0% | $142,382-91.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.74% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $450 | $4,810-90.6% | $4,305-89.5% | $4,299-89.5% |
| Participant deferral / active EE | $2,910 | $6,272-53.6% | $5,540-47.5% | $6,507-55.3% |
| Admin fee / account holder | $56 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |