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 | $4,746 | $159,602-97.0% | $150,045-96.8% | $142,382-96.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.09% | 70.24%-48.1pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $92 | $4,961-98.2% | $4,693-98.0% | $4,299-97.9% |
| Participant deferral / active EE | $2,486 | $8,310-70.1% | $7,997-68.9% | $6,507-61.8% |
| Admin fee / account holder | $292 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |