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 | $12,371 | $102,317-87.9% | $146,958-91.6% | $80,856-84.7% |
| Participation rate | 74.4% | 75.8%-1.5pp | 82.2%-7.8pp | 67.6%+6.7pp |
| Annual return | 21.26% | 134.76%-113.5pp | 418.34%-397.1pp | 35.59%-14.3pp |
| Employer contribution / active EE | $715 | $3,713-80.8% | $4,933-85.5% | $2,755-74.1% |
| Participant deferral / active EE | $3,772 | $6,644-43.2% | $8,070-53.3% | $4,296-12.2% |
| Admin fee / account holder | $237 | $7,941-97.0% | $12,998-98.2% | $6,918-96.6% |