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 | $13,382 | $93,571-85.7% | $135,903-90.2% | $75,163-82.2% |
| Participation rate | 93.8% | 75.2%+18.7pp | 81.9%+11.9pp | 67.2%+26.7pp |
| Annual return | 32.80% | 30.90%+1.9pp | 68.23%-35.4pp | 160.62%-127.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,527 | $6,404+1.9% | $7,758-15.9% | $4,125+58.2% |
| Admin fee / account holder | $203 | $6,975-97.1% | $10,762-98.1% | $5,651-96.4% |