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 | $14,774 | $59,107-75.0% | $86,436-82.9% | $68,494-78.4% |
| Participation rate | 92.6% | 75.2%+17.3pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | 175.69% | -0.23%+175.9pp | 4394.89%-4219.2pp | -7.84%+183.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,794 | $5,901-18.8% | $6,952-31.0% | $4,027+19.0% |
| Admin fee / account holder | $248 | $5,637-95.6% | $6,731-96.3% | $5,403-95.4% |