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 | $5,969 | $52,353-88.6% | $120,225-95.0% | $82,448-92.8% |
| Participation rate | 88.0% | 58.3%+29.7pp | 69.6%+18.4pp | 68.1%+19.9pp |
| Annual return | 18.94% | 61.85%-42.9pp | 439.23%-420.3pp | 41.64%-22.7pp |
| Employer contribution / active EE | $5 | $1,510-99.7% | $3,475-99.9% | $2,551-99.8% |
| Participant deferral / active EE | $1,757 | $2,627-33.1% | $3,999-56.1% | $4,139-57.5% |
| Admin fee / account holder | $215 | $4,363-95.1% | $5,696-96.2% | $7,234-97.0% |