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 | $2,857 | $110,257-97.4% | $96,544-97.0% | $139,434-98.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.08% | 26.32%-3.2pp | 25.84%-2.8pp | 372.94%-349.9pp |
| Employer contribution / active EE | $372 | $3,620-89.7% | $2,965-87.5% | $4,751-92.2% |
| Participant deferral / active EE | $2,485 | $5,548-55.2% | $4,851-48.8% | $6,710-63.0% |
| Admin fee / account holder | $26 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |