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 | $3,180 | $76,407-95.8% | $150,298-97.9% | $82,448-96.1% |
| Participation rate | 95.3% | 66.4%+29.0pp | 77.8%+17.6pp | 68.1%+27.3pp |
| Annual return | 23.04% | 39.99%-17.0pp | 62.79%-39.7pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,030 | $3,214-36.8% | $5,453-62.8% | $4,139-51.0% |
| Admin fee / account holder | $23 | $6,352-99.6% | $14,116-99.8% | $7,234-99.7% |