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 | $1,844 | $49,173-96.2% | $121,098-98.5% | $75,163-97.5% |
| Participation rate | 84.6% | 55.4%+29.2pp | 69.5%+15.1pp | 67.2%+17.4pp |
| Annual return | 86.21% | 55.99%+30.2pp | 985.75%-899.5pp | 160.62%-74.4pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,222 | $2,628-53.5% | $4,080-70.1% | $4,125-70.4% |
| Admin fee / account holder | $164 | $3,942-95.9% | $5,644-97.1% | $5,651-97.1% |