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 | $1,446 | $46,553-96.9% | $64,056-97.7% | $75,163-98.1% |
| Participation rate | 92.0% | 65.9%+26.1pp | 72.3%+19.7pp | 67.2%+24.8pp |
| Annual return | 38.35% | 26.03%+12.3pp | 33.69%+4.7pp | 160.62%-122.3pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,130 | $2,837-60.2% | $3,880-70.9% | $4,125-72.6% |
| Admin fee / account holder | $4 | $2,952-99.9% | $3,068-99.9% | $5,651-99.9% |