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 | $11,927 | $185,822-93.6% | $169,993-93.0% | $139,434-91.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 47.85% | 60.50%-12.7pp | 53.37%-5.5pp | 372.94%-325.1pp |
| Employer contribution / active EE | $983 | $7,590-87.1% | $6,785-85.5% | $4,751-79.3% |
| Participant deferral / active EE | $5,905 | $11,622-49.2% | $10,408-43.3% | $6,710-12.0% |
| Admin fee / account holder | $53 | $15,381-99.7% | $12,815-99.6% | $11,403-99.5% |