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 7-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 | $2,327 | $91,190-97.4% | $178,490-98.7% | $79,858-97.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 43.38% | 24.19%+19.2pp | 151.07%-107.7pp | 31.71%+11.7pp |
| Employer contribution / active EE | $343 | $3,256-89.5% | $5,011-93.2% | $2,471-86.1% |
| Participant deferral / active EE | $1,182 | $3,236-63.5% | $5,202-77.3% | $3,740-68.4% |
| Admin fee / account holder | $170 | $6,751-97.5% | $13,984-98.8% | $5,306-96.8% |