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 | $1,537 | $60,124-97.4% | $90,404-98.3% | $79,858-98.1% |
| Participation rate | 73.7% | 65.0%+8.7pp | 72.7%+1.0pp | 69.6%+4.1pp |
| Annual return | 26.69% | 71.94%-45.3pp | 1293.02%-1266.3pp | 31.71%-5.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $864 | $2,938-70.6% | $3,963-78.2% | $3,740-76.9% |
| Admin fee / account holder | $58 | $3,976-98.5% | $5,611-99.0% | $5,306-98.9% |