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 | $3,543 | $104,907-96.6% | $84,611-95.8% | $152,861-97.7% |
| Participation rate | 78.6% | 74.8%+3.8pp | 68.2%+10.3pp | 82.4%-3.9pp |
| Annual return | 25.62% | 373.79%-348.2pp | 258.74%-233.1pp | 345.32%-319.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,213 | $4,688-74.1% | $3,899-68.9% | $5,850-79.3% |
| Admin fee / account holder | $10 | $6,241-99.8% | $4,912-99.8% | $11,596-99.9% |