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 | $1,162 | $158,398-99.3% | $126,539-99.1% | $142,382-99.2% |
| Participation rate | 73.7% | 75.8%-2.1pp | 69.8%+3.9pp | 80.1%-6.4pp |
| Annual return | 34.43% | 593.76%-559.3pp | 425.95%-391.5pp | 217.08%-182.7pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $612 | $4,767-87.2% | $4,083-85.0% | $6,507-90.6% |
| Admin fee / account holder | $62 | $6,918-99.1% | $6,065-99.0% | $12,624-99.5% |