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 10-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 | $3,820 | $118,427-96.8% | $66,042-94.2% | $142,382-97.3% |
| Participation rate | 91.3% | 68.1%+23.2pp | 67.5%+23.8pp | 80.1%+11.2pp |
| Annual return | 16.32% | 35.57%-19.3pp | 52.11%-35.8pp | 217.08%-200.8pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,568 | $4,311-63.6% | $2,835-44.7% | $6,507-75.9% |
| Admin fee / account holder | $134 | $9,593-98.6% | $5,747-97.7% | $12,624-98.9% |