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 | $1,876 | $60,124-96.9% | $90,404-97.9% | $79,858-97.7% |
| Participation rate | 81.0% | 65.0%+16.0pp | 72.7%+8.3pp | 69.6%+11.3pp |
| Annual return | 24.92% | 71.94%-47.0pp | 1293.02%-1268.1pp | 31.71%-6.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $958 | $2,938-67.4% | $3,963-75.8% | $3,740-74.4% |
| Admin fee / account holder | $74 | $3,976-98.1% | $5,611-98.7% | $5,306-98.6% |