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 10-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 | $3,875 | $99,341-96.1% | $84,750-95.4% | $273,961-98.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.94% | 22.93%-12.0pp | 22.78%-11.8pp | 41.45%-30.5pp |
| Employer contribution / active EE | $399 | $4,214-90.5% | $3,574-88.8% | $4,869-91.8% |
| Participant deferral / active EE | $1,753 | $4,269-58.9% | $3,712-52.8% | $5,287-66.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |