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 6-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 | $4,756 | $110,261-95.7% | $95,745-95.0% | $139,434-96.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.15% | 27.11%-7.0pp | 28.35%-8.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $175 | $3,257-94.6% | $2,835-93.8% | $4,751-96.3% |
| Participant deferral / active EE | $2,575 | $4,676-44.9% | $4,245-39.3% | $6,710-61.6% |
| Admin fee / account holder | $39 | $6,613-99.4% | $5,678-99.3% | $11,403-99.7% |