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 4-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 | $4,234 | $53,516-92.1% | $126,539-96.7% | $84,808-95.0% |
| Participation rate | 78.8% | 58.2%+20.5pp | 69.8%+9.0pp | 68.3%+10.5pp |
| Annual return | 34.04% | 58.34%-24.3pp | 425.95%-391.9pp | 40.90%-6.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,496 | $2,671-6.6% | $4,083-38.9% | $4,212-40.7% |
| Admin fee / account holder | $137 | $4,497-97.0% | $6,065-97.7% | $7,344-98.1% |