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 | $80,717-96.1% | $154,803-97.9% | $84,808-96.3% |
| Participation rate | 95.3% | 66.8%+28.5pp | 78.1%+17.3pp | 68.3%+27.0pp |
| Annual return | 23.04% | 37.96%-14.9pp | 58.88%-35.8pp | 40.90%-17.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,030 | $3,303-38.5% | $5,540-63.4% | $4,212-51.8% |
| Admin fee / account holder | $23 | $6,746-99.7% | $14,329-99.8% | $7,344-99.7% |