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 7-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 | $1,532 | $27,839-94.5% | $58,482-97.4% | $71,457-97.9% |
| Participation rate | 73.4% | 34.5%+38.8pp | 50.9%+22.5pp | 67.9%+5.4pp |
| Annual return | 17.13% | 26.81%-9.7pp | 4239.32%-4222.2pp | 28.85%-11.7pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $650 | $1,206-46.1% | $1,924-66.2% | $4,289-84.8% |
| Admin fee / account holder | $244 | $1,641-85.1% | $2,516-90.3% | $1,587-84.6% |