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 9-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 | $9,291 | $48,570-80.9% | $130,648-92.9% | $72,985-87.3% |
| Participation rate | 96.6% | 58.6%+38.0pp | 71.7%+24.8pp | 69.5%+27.1pp |
| Annual return | 43.25% | 38.63%+4.6pp | 1708.96%-1665.7pp | 81.00%-37.8pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,681 | $2,384+12.5% | $3,603-25.6% | $3,607-25.7% |
| Admin fee / account holder | $146 | $3,549-95.9% | $5,464-97.3% | $5,124-97.1% |