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 | $8,722 | $82,664-89.4% | $125,339-93.0% | $68,494-87.3% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | 337.54% | -5.97%+343.5pp | 572.05%-234.5pp | -7.84%+345.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,973 | $6,110-18.6% | $7,446-33.2% | $4,027+23.5% |
| Admin fee / account holder | $200 | $6,275-96.8% | $10,010-98.0% | $5,403-96.3% |