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 3-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 | $1,075 | $118,427-99.1% | $66,042-98.4% | $142,382-99.2% |
| Participation rate | 89.5% | 68.1%+21.3pp | 67.5%+22.0pp | 80.1%+9.4pp |
| Annual return | 22.70% | 35.57%-12.9pp | 52.11%-29.4pp | 217.08%-194.4pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $765 | $4,311-82.3% | $2,835-73.0% | $6,507-88.2% |
| Admin fee / account holder | $56 | $9,593-99.4% | $5,747-99.0% | $12,624-99.6% |