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 | $2,688 | $70,756-96.2% | $65,493-95.9% | $142,382-98.1% |
| Participation rate | 88.9% | 77.4%+11.5pp | 73.1%+15.8pp | 80.1%+8.8pp |
| Annual return | 15.48% | 1754.89%-1739.4pp | 982.45%-967.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $184 | $2,881-93.6% | $2,574-92.9% | $4,299-95.7% |
| Participant deferral / active EE | $932 | $4,637-79.9% | $3,961-76.5% | $6,507-85.7% |
| Admin fee / account holder | $258 | $6,559-96.1% | $5,028-94.9% | $12,624-98.0% |