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 | $11,820 | $167,484-92.9% | $151,611-92.2% | $134,475-91.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.18% | 7.80%-9.0pp | 3.33%-4.5pp | 417.96%-419.1pp |
| Employer contribution / active EE | $1,427 | $6,829-79.1% | $6,166-76.9% | $4,740-69.9% |
| Participant deferral / active EE | $7,333 | $8,986-18.4% | $8,363-12.3% | $6,400+14.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |