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 | $9,714 | $175,202-94.5% | $149,673-93.5% | $139,434-93.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 38.87% | 166.71%-127.8pp | 134.42%-95.5pp | 372.94%-334.1pp |
| Employer contribution / active EE | $818 | $5,474-85.1% | $4,818-83.0% | $4,751-82.8% |
| Participant deferral / active EE | $4,259 | $6,519-34.7% | $5,680-25.0% | $6,710-36.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |