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 | $2,218 | $77,899-97.2% | $149,673-98.5% | $75,163-97.0% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 86.63% | 31.72%+54.9pp | 134.42%-47.8pp | 160.62%-74.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,691 | $3,411-50.4% | $5,680-70.2% | $4,125-59.0% |
| Admin fee / account holder | $45 | $5,956-99.2% | $13,210-99.7% | $5,651-99.2% |