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 | $4,086 | $93,170-95.6% | $100,534-95.9% | $84,808-95.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 45.27% | 47.13%-1.9pp | 32.66%+12.6pp | 40.90%+4.4pp |
| Employer contribution / active EE | $3 | $3,985-99.9% | $4,346-99.9% | $2,631-99.9% |
| Participant deferral / active EE | $3,352 | $5,699-41.2% | $6,144-45.4% | $4,212-20.4% |
| Admin fee / account holder | $15 | $7,382-99.8% | $7,654-99.8% | $7,344-99.8% |