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 | $4,910 | $99,877-95.1% | $84,966-94.2% | $145,922-96.6% |
| Participation rate | 92.3% | 74.1%+18.2pp | 67.5%+24.8pp | 80.3%+12.0pp |
| Annual return | 16.18% | 83.76%-67.6pp | 66.38%-50.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,795 | $5,291-66.1% | $4,519-60.3% | $6,688-73.2% |
| Admin fee / account holder | $11 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |