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 5-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 | $4,355 | $69,207-93.7% | $64,056-93.2% | $139,434-96.9% |
| Participation rate | 73.3% | 75.6%-2.3pp | 72.3%+1.0pp | 80.3%-7.0pp |
| Annual return | 31.10% | 45.88%-14.8pp | 33.69%-2.6pp | 372.94%-341.8pp |
| Employer contribution / active EE | $252 | $3,182-92.1% | $2,747-90.8% | $4,751-94.7% |
| Participant deferral / active EE | $1,397 | $4,682-70.2% | $3,880-64.0% | $6,710-79.2% |
| Admin fee / account holder | $5 | $4,244-99.9% | $3,068-99.8% | $11,403-100.0% |