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 | $3,110 | $183,519-98.3% | $155,509-98.0% | $145,922-97.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 186.12% | 61.17%+125.0pp | 64.67%+121.4pp | 561.29%-375.2pp |
| Employer contribution / active EE | $962 | $5,313-81.9% | $4,672-79.4% | $4,660-79.4% |
| Participant deferral / active EE | $3,525 | $6,462-45.5% | $5,626-37.4% | $6,688-47.3% |
| Admin fee / account holder | $16 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |