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 8-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 | $7,593 | $77,419-90.2% | $69,455-89.1% | $152,861-95.0% |
| Participation rate | 87.0% | 78.1%+8.9pp | 74.6%+12.3pp | 82.4%+4.5pp |
| Annual return | 71.18% | 39.06%+32.1pp | 28.97%+42.2pp | 345.32%-274.1pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,829 | $4,414+54.7% | $3,535+93.2% | $5,850+16.7% |
| Admin fee / account holder | $10 | $6,207-99.8% | $3,839-99.7% | $11,596-99.9% |