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 | $14,853 | $117,841-87.4% | $102,423-85.5% | $145,922-89.8% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 20.23% | 31.65%-11.4pp | 29.32%-9.1pp | 561.29%-541.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,633 | $5,731-19.2% | $5,053-8.3% | $6,688-30.7% |
| Admin fee / account holder | $89 | $13,326-99.3% | $9,451-99.1% | $13,397-99.3% |