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 9-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 | $7,521 | $84,233-91.1% | $170,442-95.6% | $70,131-89.3% |
| Participation rate | 98.1% | 70.8%+27.3pp | 83.6%+14.5pp | 69.5%+28.6pp |
| Annual return | 166.83% | 23.06%+143.8pp | 205.93%-39.1pp | 73.14%+93.7pp |
| Employer contribution / active EE | $368 | $3,387-89.1% | $5,433-93.2% | $2,342-84.3% |
| Participant deferral / active EE | $2,080 | $3,086-32.6% | $4,939-57.9% | $3,332-37.6% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |