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 3-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 | $13,002 | $166,020-92.2% | $164,866-92.1% | $145,959-91.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.41% | 100.08%-84.7pp | 69.97%-54.6pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,086 | $5,275-79.4% | $4,343-75.0% | $4,661-76.7% |
| Participant deferral / active EE | $3,544 | $6,961-49.1% | $6,033-41.3% | $6,689-47.0% |
| Admin fee / account holder | $100 | $16,644-99.4% | $12,689-99.2% | $13,398-99.3% |