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 | $15,424 | $106,749-85.6% | $145,433-89.4% | $82,448-81.3% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 62.06% | 27.59%+34.5pp | 66.58%-4.5pp | 41.64%+20.4pp |
| Employer contribution / active EE | $53 | $3,444-98.5% | $4,554-98.8% | $2,551-97.9% |
| Participant deferral / active EE | $11,236 | $6,519+72.4% | $7,897+42.3% | $4,139+171.5% |
| Admin fee / account holder | $22 | $8,390-99.7% | $13,129-99.8% | $7,234-99.7% |