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 | $12,316 | $165,984-92.6% | $164,813-92.5% | $145,922-91.6% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 16.59% | 100.03%-83.4pp | 69.93%-53.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,057 | $5,273-80.0% | $4,341-75.6% | $4,660-77.3% |
| Participant deferral / active EE | $2,523 | $6,959-63.8% | $6,031-58.2% | $6,688-62.3% |
| Admin fee / account holder | $24 | $16,648-99.9% | $12,690-99.8% | $13,397-99.8% |