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 10-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 | $4,362 | $85,766-94.9% | $136,294-96.8% | $70,131-93.8% |
| Participation rate | 93.9% | 74.2%+19.8pp | 81.9%+12.0pp | 69.5%+24.4pp |
| Annual return | 56.58% | 31.45%+25.1pp | 5155.94%-5099.4pp | 73.14%-16.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,904 | $5,051-22.7% | $6,247-37.5% | $3,332+17.2% |
| Admin fee / account holder | $51 | $5,420-99.1% | $9,243-99.5% | $4,645-98.9% |