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 3-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 | $2,971 | $57,590-94.8% | $86,233-96.6% | $82,448-96.4% |
| Participation rate | 85.7% | 57.9%+27.8pp | 69.0%+16.7pp | 68.1%+17.6pp |
| Annual return | 24.78% | 22.41%+2.4pp | 61.39%-36.6pp | 41.64%-16.9pp |
| Employer contribution / active EE | $1 | $1,655-99.9% | $2,504-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $1,504 | $3,080-51.2% | $4,559-67.0% | $4,139-63.7% |
| Admin fee / account holder | $84 | $4,730-98.2% | $8,342-99.0% | $7,234-98.8% |