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 | $5,300 | $177,572-97.0% | $154,803-96.6% | $142,382-96.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.48% | 65.07%-40.6pp | 58.88%-34.4pp | 217.08%-192.6pp |
| Employer contribution / active EE | $233 | $4,810-95.2% | $4,305-94.6% | $4,299-94.6% |
| Participant deferral / active EE | $3,325 | $6,272-47.0% | $5,540-40.0% | $6,507-48.9% |
| Admin fee / account holder | $113 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |