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 | $10,591 | $201,272-94.7% | $184,203-94.3% | $145,922-92.7% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 31.95% | 29.00%+3.0pp | 28.81%+3.1pp | 561.29%-529.3pp |
| Employer contribution / active EE | $1,380 | $7,022-80.4% | $6,427-78.5% | $4,660-70.4% |
| Participant deferral / active EE | $3,299 | $9,806-66.4% | $9,131-63.9% | $6,688-50.7% |
| Admin fee / account holder | $147 | $16,364-99.1% | $13,901-98.9% | $13,397-98.9% |