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 | $47,479-89.6% | $62,929-92.1% | $82,448-94.0% |
| Participation rate | 72.0% | 66.9%+5.1pp | 73.1%-1.1pp | 68.1%+3.9pp |
| Annual return | 88.49% | 20.34%+68.2pp | 1063.93%-975.4pp | 41.64%+46.9pp |
| Employer contribution / active EE | $10 | $1,885-99.5% | $2,505-99.6% | $2,551-99.6% |
| Participant deferral / active EE | $1,175 | $2,870-59.1% | $3,888-69.8% | $4,139-71.6% |
| Admin fee / account holder | $174 | $3,804-95.4% | $5,065-96.6% | $7,234-97.6% |