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 | $4,036 | $185,822-97.8% | $169,993-97.6% | $139,434-97.1% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.8pp | 80.3%+13.4pp |
| Annual return | 59.54% | 60.50%-1.0pp | 53.37%+6.2pp | 372.94%-313.4pp |
| Employer contribution / active EE | $1,003 | $7,590-86.8% | $6,785-85.2% | $4,751-78.9% |
| Participant deferral / active EE | $3,169 | $11,622-72.7% | $10,408-69.6% | $6,710-52.8% |
| Admin fee / account holder | $15 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |