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 | $10,146 | $214,378-95.3% | $200,582-94.9% | $142,382-92.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 32.75% | 46.41%-13.7pp | 42.33%-9.6pp | 217.08%-184.3pp |
| Employer contribution / active EE | $1,039 | $6,841-84.8% | $6,419-83.8% | $4,299-75.8% |
| Participant deferral / active EE | $4,233 | $9,865-57.1% | $9,331-54.6% | $6,507-34.9% |
| Admin fee / account holder | $16 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |