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 | $3,856 | $124,281-96.9% | $109,143-96.5% | $167,490-97.7% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 18.50% | 26.04%-7.5pp | 25.75%-7.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $11 | $4,207-99.7% | $3,722-99.7% | $4,837-99.8% |
| Participant deferral / active EE | $3,162 | $5,255-39.8% | $4,653-32.0% | $6,341-50.1% |
| Admin fee / account holder | $173 | $7,970-97.8% | $6,752-97.4% | $12,309-98.6% |