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 | $3,031 | $90,348-96.6% | $75,972-96.0% | $145,922-97.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.29% | 620.88%-611.6pp | 359.55%-350.3pp | 561.29%-552.0pp |
| Employer contribution / active EE | $41 | $3,311-98.8% | $2,685-98.5% | $4,660-99.1% |
| Participant deferral / active EE | $1,437 | $5,162-72.2% | $4,255-66.2% | $6,688-78.5% |
| Admin fee / account holder | $53 | $8,467-99.4% | $6,467-99.2% | $13,397-99.6% |