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 9-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 | $12,764 | $99,652-87.2% | $78,778-83.8% | $147,584-91.4% |
| Participation rate | 77.3% | 76.2%+1.0pp | 69.2%+8.1pp | 82.8%-5.6pp |
| Annual return | 11.91% | 47.28%-35.4pp | 35.62%-23.7pp | 578.55%-566.6pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $899 | $3,664-75.5% | $2,958-69.6% | $5,439-83.5% |
| Admin fee / account holder | $170 | $7,155-97.6% | $5,134-96.7% | $10,885-98.4% |