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 | $7,636 | $176,377-95.7% | $134,143-94.3% | $158,922-95.2% |
| Participation rate | 92.9% | 78.7%+14.2pp | 72.2%+20.7pp | 82.0%+10.9pp |
| Annual return | 8.58% | 63.63%-55.0pp | 36.33%-27.8pp | 302.83%-294.2pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,187 | $4,091-71.0% | $3,499-66.1% | $5,982-80.2% |
| Admin fee / account holder | -$553 | $8,718-106.3% | $6,684-108.3% | $11,246-104.9% |