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 | $116,167-96.7% | $64,489-94.1% | $137,256-97.2% |
| Participation rate | 91.3% | 68.2%+23.1pp | 67.7%+23.6pp | 80.0%+11.3pp |
| Annual return | 16.32% | 36.55%-20.2pp | 55.03%-38.7pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,568 | $4,215-62.8% | $2,778-43.6% | $6,407-75.5% |
| Admin fee / account holder | $134 | $6,188-97.8% | $4,260-96.9% | $12,270-98.9% |