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 5-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 | $18,402 | $102,317-82.0% | $146,958-87.5% | $80,856-77.2% |
| Participation rate | 89.5% | 75.8%+13.6pp | 82.2%+7.3pp | 67.6%+21.8pp |
| Annual return | 39.13% | 134.76%-95.6pp | 418.34%-379.2pp | 35.59%+3.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,616 | $6,644-0.4% | $8,070-18.0% | $4,296+54.0% |
| Admin fee / account holder | $268 | $7,941-96.6% | $12,998-97.9% | $6,918-96.1% |