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 | $8,103 | $159,602-94.9% | $150,045-94.6% | $142,382-94.3% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 25.73% | 70.24%-44.5pp | 62.55%-36.8pp | 217.08%-191.3pp |
| Employer contribution / active EE | $6 | $4,961-99.9% | $4,693-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $3,819 | $8,310-54.0% | $7,997-52.2% | $6,507-41.3% |
| Admin fee / account holder | $35 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |