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 5-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 | $3,399 | $65,409-94.8% | $98,442-96.5% | $85,850-96.0% |
| Participation rate | 78.5% | 65.0%+13.5pp | 73.3%+5.2pp | 69.3%+9.2pp |
| Annual return | 43.04% | 21.76%+21.3pp | 1492.73%-1449.7pp | 318.53%-275.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,400 | $3,166-24.2% | $4,276-43.9% | $3,952-39.3% |
| Admin fee / account holder | $30 | $4,593-99.3% | $5,949-99.5% | $6,260-99.5% |