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 | $90,674-95.5% | $96,707-95.8% | $82,448-95.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 45.27% | 49.05%-3.8pp | 34.78%+10.5pp | 41.64%+3.6pp |
| Employer contribution / active EE | $3 | $3,975-99.9% | $4,191-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $3,352 | $5,696-41.2% | $5,997-44.1% | $4,139-19.0% |
| Admin fee / account holder | $15 | $7,568-99.8% | $7,503-99.8% | $7,234-99.8% |