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 3-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 | $2,154 | $95,266-97.7% | $82,389-97.4% | $142,382-98.5% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 28.79% | 25.74%+3.1pp | 28.67%+0.1pp | 217.08%-188.3pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,625 | $4,809-66.2% | $4,155-60.9% | $6,507-75.0% |
| Admin fee / account holder | $10 | $8,563-99.9% | $7,231-99.9% | $12,624-99.9% |