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 | $5,708 | $100,773-94.3% | $88,946-93.6% | $142,382-96.0% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 15.32% | 70.18%-54.9pp | 57.82%-42.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,233 | $5,230-76.4% | $4,581-73.1% | $6,507-81.1% |
| Admin fee / account holder | $162 | $9,693-98.3% | $8,261-98.0% | $12,624-98.7% |