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 | $9,978 | $177,572-94.4% | $154,803-93.6% | $142,382-93.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.33% | 65.07%-49.7pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $800 | $4,810-83.4% | $4,305-81.4% | $4,299-81.4% |
| Participant deferral / active EE | $1,750 | $6,272-72.1% | $5,540-68.4% | $6,507-73.1% |
| Admin fee / account holder | $139 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |