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 | $8,673 | $133,958-93.5% | $112,228-92.3% | $134,475-93.6% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -7.91% | 47.11%-55.0pp | 27.45%-35.4pp | 417.96%-425.9pp |
| Employer contribution / active EE | $422 | $4,038-89.5% | $3,635-88.4% | $4,740-91.1% |
| Participant deferral / active EE | $2,011 | $5,291-62.0% | $4,728-57.5% | $6,400-68.6% |
| Admin fee / account holder | $23 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |