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 | $2,667 | $77,896-96.6% | $134,172-98.0% | $82,448-96.8% |
| Participation rate | 81.6% | 62.8%+18.8pp | 72.5%+9.1pp | 68.1%+13.5pp |
| Annual return | 15.68% | 18.21%-2.5pp | 25.30%-9.6pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,756 | $3,162-44.5% | $4,690-62.6% | $4,139-57.6% |
| Admin fee / account holder | $153 | $6,336-97.6% | $12,016-98.7% | $7,234-97.9% |