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 10-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 | $1,313 | $35,183-96.3% | $73,545-98.2% | $70,131-98.1% |
| Participation rate | 78.5% | 42.9%+35.6pp | 54.9%+23.6pp | 69.5%+8.9pp |
| Annual return | 28.25% | 26.90%+1.4pp | -15.16%+43.4pp | 73.14%-44.9pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $568 | $1,220-53.5% | $1,806-68.6% | $3,332-83.0% |
| Admin fee / account holder | $54 | $2,302-97.7% | $2,320-97.7% | $4,645-98.8% |