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 | $3,179 | $117,381-97.3% | $99,443-96.8% | $152,861-97.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 18.39% | 31.87%-13.5pp | 30.72%-12.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,838 | $4,086-55.0% | $3,619-49.2% | $5,850-68.6% |
| Admin fee / account holder | $120 | $7,631-98.4% | $6,250-98.1% | $11,596-99.0% |