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 | $2,325 | $51,576-95.5% | $129,207-98.2% | $80,856-97.1% |
| Participation rate | 85.3% | 57.0%+28.3pp | 69.6%+15.7pp | 67.6%+17.7pp |
| Annual return | 14.29% | 20.81%-6.5pp | 9417.33%-9403.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,172 | $2,669-56.1% | $4,168-71.9% | $4,296-72.7% |
| Admin fee / account holder | $101 | $4,305-97.7% | $7,715-98.7% | $6,918-98.5% |