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 6-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 | $7,928 | $102,604-92.3% | $86,188-90.8% | $139,434-94.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.66% | 1922.51%-1902.9pp | 1168.45%-1148.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $387 | $3,032-87.2% | $2,380-83.7% | $4,751-91.8% |
| Participant deferral / active EE | $3,307 | $4,676-29.3% | $3,985-17.0% | $6,710-50.7% |
| Admin fee / account holder | $114 | $8,657-98.7% | $6,852-98.3% | $11,403-99.0% |