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 | $1,313 | $115,708-98.9% | $65,255-98.0% | $139,434-99.1% |
| Participation rate | 88.9% | 67.8%+21.1pp | 65.0%+23.9pp | 80.3%+8.6pp |
| Annual return | 9.60% | 31.19%-21.6pp | 47.35%-37.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,022 | $4,240-75.9% | $2,831-63.9% | $6,710-84.8% |
| Admin fee / account holder | $102 | $6,698-98.5% | $4,112-97.5% | $11,403-99.1% |