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 9-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 | $1,618 | $43,327-96.3% | $59,878-97.3% | $64,186-97.5% |
| Participation rate | 76.0% | 69.2%+6.8pp | 74.7%+1.3pp | 69.6%+6.4pp |
| Annual return | 18.10% | -1.55%+19.6pp | 3.46%+14.6pp | 7.63%+10.5pp |
| Employer contribution / active EE | $45 | $2,028-97.8% | $2,722-98.3% | $2,381-98.1% |
| Participant deferral / active EE | $1,359 | $2,546-46.6% | $3,402-60.1% | $3,470-60.8% |
| Admin fee / account holder | $7 | $3,005-99.8% | $3,590-99.8% | $4,888-99.9% |