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 | $1,238 | $54,705-97.7% | $71,209-98.3% | $84,808-98.5% |
| Participation rate | 83.7% | 64.1%+19.6pp | 73.8%+9.9pp | 68.3%+15.4pp |
| Annual return | 19.59% | 35.90%-16.3pp | 282.51%-262.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $245 | $2,158-88.7% | $2,721-91.0% | $2,631-90.7% |
| Participant deferral / active EE | $565 | $3,030-81.3% | $4,175-86.5% | $4,212-86.6% |
| Admin fee / account holder | $56 | $4,863-98.9% | $5,349-99.0% | $7,344-99.2% |