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 | $1,296 | $65,041-98.0% | $90,951-98.6% | $79,858-98.4% |
| Participation rate | 77.2% | 61.6%+15.6pp | 69.0%+8.2pp | 69.6%+7.6pp |
| Annual return | 221.46% | 30.45%+191.0pp | 134.60%+86.9pp | 31.71%+189.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,144 | $2,512-54.4% | $3,373-66.1% | $3,740-69.4% |
| Admin fee / account holder | $3 | $4,536-99.9% | $5,959-99.9% | $5,306-99.9% |