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 | $5,605 | $45,863-87.8% | $77,024-92.7% | $68,494-91.8% |
| Participation rate | 88.2% | 55.9%+32.3pp | 67.9%+20.3pp | 67.9%+20.3pp |
| Annual return | 31.84% | 1.72%+30.1pp | 42.32%-10.5pp | -7.84%+39.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,882 | $2,962+132.3% | $4,426+55.5% | $4,027+70.9% |
| Admin fee / account holder | $119 | $3,041-96.1% | $5,425-97.8% | $5,403-97.8% |