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 | $8,120 | $165,335-95.1% | $149,696-94.6% | $158,922-94.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.02% | 348.15%-313.1pp | 276.60%-241.6pp | 302.83%-267.8pp |
| Employer contribution / active EE | $700 | $5,103-86.3% | $4,644-84.9% | $4,761-85.3% |
| Participant deferral / active EE | $3,333 | $7,181-53.6% | $6,842-51.3% | $5,982-44.3% |
| Admin fee / account holder | $59 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |