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 | $11,260 | $105,126-89.3% | $94,646-88.1% | $139,434-91.9% |
| Participation rate | 90.9% | 82.4%+8.6pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 15.88% | 38.03%-22.2pp | 156.71%-140.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,967 | $7,599-47.8% | $7,418-46.5% | $6,710-40.9% |
| Admin fee / account holder | $100 | $8,984-98.9% | $7,231-98.6% | $11,403-99.1% |