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 3-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 | $1,419 | $51,638-97.3% | $68,368-97.9% | $82,448-98.3% |
| Participation rate | 74.2% | 63.6%+10.6pp | 73.8%+0.4pp | 68.1%+6.1pp |
| Annual return | 26.72% | 37.53%-10.8pp | 292.57%-265.9pp | 41.64%-14.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $777 | $2,914-73.3% | $4,123-81.1% | $4,139-81.2% |
| Admin fee / account holder | $14 | $4,643-99.7% | $5,150-99.7% | $7,234-99.8% |