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 | $3,194 | $95,266-96.6% | $82,389-96.1% | $142,382-97.8% |
| Participation rate | 91.3% | 74.5%+16.8pp | 69.5%+21.8pp | 80.1%+11.2pp |
| Annual return | 33.15% | 25.74%+7.4pp | 28.67%+4.5pp | 217.08%-183.9pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,347 | $4,809-72.0% | $4,155-67.6% | $6,507-79.3% |
| Admin fee / account holder | $17 | $8,563-99.8% | $7,231-99.8% | $12,624-99.9% |