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 | $18,120 | $93,571-80.6% | $135,903-86.7% | $75,163-75.9% |
| Participation rate | 88.2% | 75.2%+13.1pp | 81.9%+6.3pp | 67.2%+21.0pp |
| Annual return | 90.76% | 30.90%+59.9pp | 68.23%+22.5pp | 160.62%-69.9pp |
| Employer contribution / active EE | $2 | $3,537-99.9% | $4,856-100.0% | $2,670-99.9% |
| Participant deferral / active EE | $6,977 | $6,404+8.9% | $7,758-10.1% | $4,125+69.1% |
| Admin fee / account holder | $140 | $6,975-98.0% | $10,762-98.7% | $5,651-97.5% |