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 | $7,856 | $39,798-80.3% | $67,711-88.4% | $59,632-86.8% |
| Participation rate | 96.0% | 57.4%+38.6pp | 67.5%+28.5pp | 68.7%+27.3pp |
| Annual return | 37.63% | 89.94%-52.3pp | 25.41%+12.2pp | 2041.28%-2003.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,446 | $2,335+4.8% | $3,585-31.8% | $3,192-23.4% |
| Admin fee / account holder | $263 | $3,212-91.8% | $4,255-93.8% | $4,297-93.9% |