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 | $3,194 | $140,940-97.7% | $112,229-97.2% | $139,434-97.7% |
| Participation rate | 86.7% | 79.2%+7.5pp | 72.4%+14.2pp | 80.3%+6.3pp |
| Annual return | 35.84% | 32.71%+3.1pp | 30.20%+5.6pp | 372.94%-337.1pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,526 | $5,874-57.0% | $4,798-47.4% | $6,710-62.4% |
| Admin fee / account holder | $29 | $9,954-99.7% | $7,748-99.6% | $11,403-99.7% |