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 | $17,685 | $61,214-71.1% | $83,333-78.8% | $56,287-68.6% |
| Participation rate | 89.4% | 72.6%+16.9pp | 77.8%+11.7pp | 69.9%+19.6pp |
| Annual return | 162.45% | 0.42%+162.0pp | 10.63%+151.8pp | -9.96%+172.4pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,739 | $5,091+71.6% | $5,565+57.0% | $3,350+160.9% |
| Admin fee / account holder | $90 | $512-82.5% | $7,510-98.8% | $521-82.8% |