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 | $2,927 | $53,516-94.5% | $126,539-97.7% | $84,808-96.5% |
| Participation rate | 75.6% | 58.2%+17.4pp | 69.8%+5.8pp | 68.3%+7.3pp |
| Annual return | 29.74% | 58.34%-28.6pp | 425.95%-396.2pp | 40.90%-11.2pp |
| Employer contribution / active EE | $1 | $1,535-99.9% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,025 | $2,671-61.6% | $4,083-74.9% | $4,212-75.7% |
| Admin fee / account holder | $115 | $4,497-97.4% | $6,065-98.1% | $7,344-98.4% |