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 | $6,423 | $183,519-96.5% | $155,509-95.9% | $145,922-95.6% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 15.67% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $619 | $5,313-88.3% | $4,672-86.8% | $4,660-86.7% |
| Participant deferral / active EE | $1,829 | $6,462-71.7% | $5,626-67.5% | $6,688-72.6% |
| Admin fee / account holder | $277 | $19,313-98.6% | $15,912-98.3% | $13,397-97.9% |