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 | $4,948 | $48,795-89.9% | $65,493-92.4% | $84,808-94.2% |
| Participation rate | 72.0% | 67.0%+5.0pp | 73.1%-1.1pp | 68.3%+3.7pp |
| Annual return | 88.49% | 20.20%+68.3pp | 982.45%-894.0pp | 40.90%+47.6pp |
| Employer contribution / active EE | $10 | $1,930-99.5% | $2,574-99.6% | $2,631-99.6% |
| Participant deferral / active EE | $1,175 | $2,928-59.9% | $3,961-70.3% | $4,212-72.1% |
| Admin fee / account holder | $174 | $3,877-95.5% | $5,028-96.5% | $7,344-97.6% |