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 5-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 | $4,100 | $109,982-96.3% | $97,226-95.8% | $145,922-97.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.46% | 242.90%-230.4pp | 75.13%-62.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $309 | $3,084-90.0% | $2,729-88.7% | $4,660-93.4% |
| Participant deferral / active EE | $1,927 | $4,676-58.8% | $4,264-54.8% | $6,688-71.2% |
| Admin fee / account holder | $16 | $6,221-99.7% | $5,654-99.7% | $13,397-99.9% |