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 | $14,005 | $77,503-81.9% | $100,391-86.0% | $80,856-82.7% |
| Participation rate | 86.1% | 76.9%+9.2pp | 81.5%+4.6pp | 67.6%+18.5pp |
| Annual return | 16.67% | 37.20%-20.5pp | 49.20%-32.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,819 | $6,820-29.3% | $8,082-40.4% | $4,296+12.2% |
| Admin fee / account holder | $177 | $5,897-97.0% | $7,899-97.8% | $6,918-97.4% |