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 9-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 | $3,793 | $95,193-96.0% | $76,523-95.0% | $135,375-97.2% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | 129.74% | 4.85%+124.9pp | -0.27%+130.0pp | 519.73%-390.0pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,428 | $4,639-69.2% | $3,835-62.8% | $5,609-74.5% |
| Admin fee / account holder | $67 | $6,249-98.9% | $4,848-98.6% | $10,827-99.4% |