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 | $67,894-96.0% | $89,340-96.9% | $82,448-96.7% |
| Participation rate | 86.0% | 64.0%+22.0pp | 69.6%+16.5pp | 68.1%+18.0pp |
| Annual return | 83.08% | 19.21%+63.9pp | 20.57%+62.5pp | 41.64%+41.4pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,091 | $3,072-64.5% | $3,823-71.5% | $4,139-73.6% |
| Admin fee / account holder | $133 | $5,723-97.7% | $6,704-98.0% | $7,234-98.2% |