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 7-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 | $2,624 | $47,479-94.5% | $62,929-95.8% | $82,448-96.8% |
| Participation rate | 86.7% | 66.9%+19.8pp | 73.1%+13.6pp | 68.1%+18.6pp |
| Annual return | 23.97% | 20.34%+3.6pp | 1063.93%-1040.0pp | 41.64%-17.7pp |
| Employer contribution / active EE | $269 | $1,885-85.8% | $2,505-89.3% | $2,551-89.5% |
| Participant deferral / active EE | $1,069 | $2,870-62.8% | $3,888-72.5% | $4,139-74.2% |
| Admin fee / account holder | $21 | $3,804-99.4% | $5,065-99.6% | $7,234-99.7% |