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 | $4,104 | $110,257-96.3% | $96,544-95.7% | $139,434-97.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 43.97% | 26.32%+17.7pp | 25.84%+18.1pp | 372.94%-329.0pp |
| Employer contribution / active EE | $766 | $3,620-78.8% | $2,965-74.2% | $4,751-83.9% |
| Participant deferral / active EE | $1,946 | $5,548-64.9% | $4,851-59.9% | $6,710-71.0% |
| Admin fee / account holder | $4 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |