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 7-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 | $2,826 | $109,817-97.4% | $98,442-97.1% | $167,490-98.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 16.81% | 1956.69%-1939.9pp | 1492.73%-1475.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,615 | $4,673-65.4% | $4,276-62.2% | $6,341-74.5% |
| Admin fee / account holder | $97 | $6,753-98.6% | $5,949-98.4% | $12,309-99.2% |