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 | $4,361 | $102,547-95.7% | $78,210-94.4% | $147,584-97.0% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.7%+21.3pp | 82.8%+7.2pp |
| Annual return | 26.44% | 51.08%-24.6pp | 40.90%-14.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,636 | $3,481-24.3% | $2,823-6.6% | $5,439-51.5% |
| Admin fee / account holder | $106 | $5,059-97.9% | $3,758-97.2% | $10,885-99.0% |