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 10-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 | $4,532 | $81,900-94.5% | $119,609-96.2% | $68,494-93.4% |
| Participation rate | 86.4% | 71.9%+14.5pp | 79.3%+7.1pp | 67.9%+18.5pp |
| Annual return | 65.07% | -23.82%+88.9pp | -14.97%+80.0pp | -7.84%+72.9pp |
| Employer contribution / active EE | $487 | $2,693-81.9% | $4,232-88.5% | $2,596-81.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $105 | $6,582-98.4% | $10,323-99.0% | $5,403-98.1% |