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 8-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 | $5,010 | $226,064-97.8% | $182,532-97.3% | $152,861-96.7% |
| Participation rate | 94.7% | 82.5%+12.3pp | 78.0%+16.8pp | 82.4%+12.3pp |
| Annual return | 34.03% | 192.51%-158.5pp | 148.54%-114.5pp | 345.32%-311.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,471 | $6,368-45.5% | $5,524-37.2% | $5,850-40.7% |
| Admin fee / account holder | $115 | $10,703-98.9% | $8,592-98.7% | $11,596-99.0% |