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 | $51,638-97.6% | $68,368-98.2% | $82,448-98.5% |
| Participation rate | 83.7% | 63.6%+20.1pp | 73.8%+9.9pp | 68.1%+15.6pp |
| Annual return | 19.59% | 37.53%-17.9pp | 292.57%-273.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $245 | $2,047-88.0% | $2,649-90.8% | $2,551-90.4% |
| Participant deferral / active EE | $565 | $2,914-80.6% | $4,123-86.3% | $4,139-86.3% |
| Admin fee / account holder | $56 | $4,643-98.8% | $5,150-98.9% | $7,234-99.2% |