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 | $6,165 | $148,534-95.8% | $135,903-95.5% | $139,434-95.6% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 47.34% | 79.19%-31.8pp | 68.23%-20.9pp | 372.94%-325.6pp |
| Employer contribution / active EE | $562 | $5,243-89.3% | $4,856-88.4% | $4,751-88.2% |
| Participant deferral / active EE | $3,515 | $8,100-56.6% | $7,758-54.7% | $6,710-47.6% |
| Admin fee / account holder | $9 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |