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 | $3,389 | $165,584-98.0% | $142,942-97.6% | $137,256-97.5% |
| Participation rate | 83.3% | 80.1%+3.3pp | 76.8%+6.5pp | 80.0%+3.4pp |
| Annual return | 23.36% | 164.22%-140.9pp | 113.70%-90.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,272 | $8,194-72.3% | $7,128-68.1% | $6,407-64.5% |
| Admin fee / account holder | $214 | $16,167-98.7% | $12,475-98.3% | $12,270-98.3% |