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 | $1,765 | $73,515-97.6% | $62,995-97.2% | $147,584-98.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 22.78% | 175.43%-152.6pp | 87.57%-64.8pp | 578.55%-555.8pp |
| Employer contribution / active EE | $154 | $3,320-95.4% | $2,759-94.4% | $4,876-96.9% |
| Participant deferral / active EE | $729 | $4,185-82.6% | $3,329-78.1% | $5,439-86.6% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |