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 6-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 | $3,590 | $70,428-94.9% | $96,562-96.3% | $85,850-95.8% |
| Participation rate | 95.0% | 61.8%+33.2pp | 69.8%+25.2pp | 69.3%+25.7pp |
| Annual return | 109.70% | 18.59%+91.1pp | 37.78%+71.9pp | 318.53%-208.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,251 | $2,894+12.3% | $3,849-15.5% | $3,952-17.7% |
| Admin fee / account holder | $30 | $4,997-99.4% | $6,181-99.5% | $6,260-99.5% |