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 | $4,964 | $102,547-95.2% | $78,210-93.7% | $147,584-96.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.84% | 51.08%-34.2pp | 40.90%-24.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $296 | $3,481-91.5% | $2,823-89.5% | $5,439-94.6% |
| Admin fee / account holder | $236 | $5,059-95.3% | $3,758-93.7% | $10,885-97.8% |