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 8-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 | $5,167 | $47,479-89.1% | $62,929-91.8% | $82,448-93.7% |
| Participation rate | 83.3% | 66.9%+16.5pp | 73.1%+10.2pp | 68.1%+15.3pp |
| Annual return | 14.91% | 20.34%-5.4pp | 1063.93%-1049.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,982 | $2,870-30.9% | $3,888-49.0% | $4,139-52.1% |
| Admin fee / account holder | $79 | $3,804-97.9% | $5,065-98.4% | $7,234-98.9% |