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 | $4,202 | $87,166-95.2% | $76,735-94.5% | $137,256-96.9% |
| Participation rate | 90.9% | 74.4%+16.6pp | 69.5%+21.4pp | 80.0%+10.9pp |
| Annual return | 24.91% | 26.50%-1.6pp | 29.77%-4.9pp | 220.34%-195.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,827 | $4,726-40.2% | $4,088-30.8% | $6,407-55.9% |
| Admin fee / account holder | $257 | $8,403-96.9% | $7,189-96.4% | $12,270-97.9% |