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 | $7,659 | $111,754-93.1% | $103,333-92.6% | $145,922-94.8% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 20.49% | 24.77%-4.3pp | 24.88%-4.4pp | 561.29%-540.8pp |
| Employer contribution / active EE | $565 | $4,212-86.6% | $3,868-85.4% | $4,660-87.9% |
| Participant deferral / active EE | $2,315 | $5,619-58.8% | $5,057-54.2% | $6,688-65.4% |
| Admin fee / account holder | $153 | $9,750-98.4% | $8,355-98.2% | $13,397-98.9% |