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 6-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 | $3,190 | $106,515-97.0% | $96,683-96.7% | $139,434-97.7% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 63.51% | 38.43%+25.1pp | 35.69%+27.8pp | 372.94%-309.4pp |
| Employer contribution / active EE | $336 | $4,103-91.8% | $3,737-91.0% | $4,751-92.9% |
| Participant deferral / active EE | $2,042 | $5,454-62.6% | $4,878-58.1% | $6,710-69.6% |
| Admin fee / account holder | $15 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |