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 | $2,742 | $68,719-96.0% | $91,541-97.0% | $84,808-96.8% |
| Participation rate | 86.0% | 64.5%+21.5pp | 69.8%+16.3pp | 68.3%+17.7pp |
| Annual return | 83.08% | 19.12%+64.0pp | 20.50%+62.6pp | 40.90%+42.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,091 | $3,136-65.2% | $4,008-72.8% | $4,212-74.1% |
| Admin fee / account holder | $133 | $5,786-97.7% | $6,956-98.1% | $7,344-98.2% |