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 | $9,299 | $106,515-91.3% | $96,683-90.4% | $139,434-93.3% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 80.59% | 38.43%+42.2pp | 35.69%+44.9pp | 372.94%-292.4pp |
| Employer contribution / active EE | $750 | $4,103-81.7% | $3,737-79.9% | $4,751-84.2% |
| Participant deferral / active EE | $4,610 | $5,454-15.5% | $4,878-5.5% | $6,710-31.3% |
| Admin fee / account holder | $48 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |