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 6-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 | $3,796 | $109,817-96.5% | $98,442-96.1% | $167,490-97.7% |
| Participation rate | 70.6% | 75.8%-5.2pp | 73.3%-2.7pp | 82.1%-11.5pp |
| Annual return | 27.11% | 1956.69%-1929.6pp | 1492.73%-1465.6pp | 478.56%-451.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,915 | $4,673-59.0% | $4,276-55.2% | $6,341-69.8% |
| Admin fee / account holder | $60 | $6,753-99.1% | $5,949-99.0% | $12,309-99.5% |