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 | $13,686 | $78,520-82.6% | $96,576-85.8% | $82,448-83.4% |
| Participation rate | 94.2% | 77.7%+16.5pp | 81.4%+12.8pp | 68.1%+26.2pp |
| Annual return | 25.43% | 41.30%-15.9pp | 38.47%-13.0pp | 41.64%-16.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,537 | $6,754-32.8% | $7,956-43.0% | $4,139+9.6% |
| Admin fee / account holder | $50 | $13,455-99.6% | $11,381-99.6% | $7,234-99.3% |