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 | $4,371 | $117,381-96.3% | $99,443-95.6% | $152,861-97.1% |
| Participation rate | 89.5% | 77.5%+11.9pp | 73.8%+15.6pp | 82.4%+7.0pp |
| Annual return | 27.24% | 31.87%-4.6pp | 30.72%-3.5pp | 345.32%-318.1pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $740 | $4,086-81.9% | $3,619-79.5% | $5,850-87.3% |
| Admin fee / account holder | $13 | $7,631-99.8% | $6,250-99.8% | $11,596-99.9% |