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 | $102,382-87.9% | $147,005-91.6% | $80,874-84.7% |
| Participation rate | 74.4% | 75.8%-1.5pp | 82.2%-7.8pp | 67.6%+6.7pp |
| Annual return | 21.26% | 134.89%-113.6pp | 418.76%-397.5pp | 35.62%-14.4pp |
| Employer contribution / active EE | $715 | $3,715-80.8% | $4,934-85.5% | $2,756-74.1% |
| Participant deferral / active EE | $3,772 | $6,646-43.2% | $8,070-53.3% | $4,297-12.2% |
| Admin fee / account holder | $237 | $7,942-97.0% | $13,006-98.2% | $6,935-96.6% |