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 | $14,219 | $159,602-91.1% | $150,045-90.5% | $142,382-90.0% |
| Participation rate | 70.8% | 84.0%-13.1pp | 82.3%-11.5pp | 80.1%-9.3pp |
| Annual return | 24.51% | 70.24%-45.7pp | 62.55%-38.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $10 | $4,961-99.8% | $4,693-99.8% | $4,299-99.8% |
| Participant deferral / active EE | $3,411 | $8,310-59.0% | $7,997-57.4% | $6,507-47.6% |
| Admin fee / account holder | $19 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |