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 | $8,574 | $49,173-82.6% | $121,098-92.9% | $75,163-88.6% |
| Participation rate | 83.3% | 55.4%+27.9pp | 69.5%+13.8pp | 67.2%+16.1pp |
| Annual return | 30.52% | 55.99%-25.5pp | 985.75%-955.2pp | 160.62%-130.1pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,645 | $2,628-37.4% | $4,080-59.7% | $4,125-60.1% |
| Admin fee / account holder | $240 | $3,942-93.9% | $5,644-95.8% | $5,651-95.8% |