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 | $3,683 | $154,365-97.6% | $130,231-97.2% | $139,434-97.4% |
| Participation rate | 77.8% | 79.9%-2.1pp | 76.3%+1.5pp | 80.3%-2.5pp |
| Annual return | 235.64% | 30.34%+205.3pp | 38.77%+196.9pp | 372.94%-137.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,885 | $8,498-66.0% | $6,799-57.6% | $6,710-57.0% |
| Admin fee / account holder | $7 | $9,214-99.9% | $6,020-99.9% | $11,403-99.9% |