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 | $7,271 | $202,432-96.4% | $169,368-95.7% | $139,434-94.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.01% | 531.74%-506.7pp | 405.60%-380.6pp | 372.94%-347.9pp |
| Employer contribution / active EE | $554 | $4,692-88.2% | $4,013-86.2% | $4,751-88.3% |
| Participant deferral / active EE | $1,523 | $6,938-78.0% | $6,221-75.5% | $6,710-77.3% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |