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 | $8,080 | $85,006-90.5% | $76,190-89.4% | $145,922-94.5% |
| Participation rate | 86.7% | 82.9%+3.8pp | 79.3%+7.4pp | 80.3%+6.4pp |
| Annual return | 89.77% | 13.11%+76.7pp | 13.78%+76.0pp | 561.29%-471.5pp |
| Employer contribution / active EE | $1,174 | $5,265-77.7% | $4,578-74.4% | $4,660-74.8% |
| Participant deferral / active EE | $2,096 | $6,392-67.2% | $5,474-61.7% | $6,688-68.7% |
| Admin fee / account holder | $86 | $5,760-98.5% | $5,123-98.3% | $13,397-99.4% |