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 | $7,247 | $177,572-95.9% | $154,803-95.3% | $142,382-94.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 34.40% | 65.07%-30.7pp | 58.88%-24.5pp | 217.08%-182.7pp |
| Employer contribution / active EE | $372 | $4,810-92.3% | $4,305-91.4% | $4,299-91.3% |
| Participant deferral / active EE | $3,094 | $6,272-50.7% | $5,540-44.2% | $6,507-52.5% |
| Admin fee / account holder | $31 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |