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 | $1,105 | $77,899-98.6% | $149,673-99.3% | $75,163-98.5% |
| Participation rate | 78.6% | 65.6%+13.0pp | 78.8%-0.2pp | 67.2%+11.4pp |
| Annual return | 37.09% | 31.72%+5.4pp | 134.42%-97.3pp | 160.62%-123.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,118 | $3,411-67.2% | $5,680-80.3% | $4,125-72.9% |
| Admin fee / account holder | $95 | $5,956-98.4% | $13,210-99.3% | $5,651-98.3% |