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 | $1,128 | $60,022-98.1% | $88,946-98.7% | $84,808-98.7% |
| Participation rate | 75.8% | 57.8%+17.9pp | 68.8%+6.9pp | 68.3%+7.4pp |
| Annual return | 31.53% | 22.43%+9.1pp | 57.82%-26.3pp | 40.90%-9.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,235 | $3,114-60.3% | $4,581-73.0% | $4,212-70.7% |
| Admin fee / account holder | $99 | $4,811-97.9% | $8,261-98.8% | $7,344-98.7% |