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 | $3,855 | $77,634-95.0% | $156,549-97.5% | $62,891-93.9% |
| Participation rate | 89.8% | 71.2%+18.6pp | 84.0%+5.8pp | 69.3%+20.5pp |
| Annual return | 13.39% | 50.32%-36.9pp | 32.23%-18.8pp | 20.14%-6.8pp |
| Employer contribution / active EE | $65 | $3,444-98.1% | $5,501-98.8% | $2,281-97.1% |
| Participant deferral / active EE | $910 | $3,045-70.1% | $4,871-81.3% | $3,203-71.6% |
| Admin fee / account holder | $219 | $5,561-96.1% | $13,027-98.3% | $4,296-94.9% |