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 | $7,368 | $185,822-96.0% | $169,993-95.7% | $139,434-94.7% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 151.73% | 60.50%+91.2pp | 53.37%+98.4pp | 372.94%-221.2pp |
| Employer contribution / active EE | $1,328 | $7,590-82.5% | $6,785-80.4% | $4,751-72.0% |
| Participant deferral / active EE | $3,742 | $11,622-67.8% | $10,408-64.0% | $6,710-44.2% |
| Admin fee / account holder | $208 | $15,381-98.6% | $12,815-98.4% | $11,403-98.2% |