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 | $1,415 | $57,065-97.5% | $75,670-98.1% | $70,131-98.0% |
| Participation rate | 84.4% | 68.1%+16.3pp | 72.3%+12.0pp | 69.5%+14.8pp |
| Annual return | 245.38% | 23.57%+221.8pp | 27.34%+218.0pp | 73.14%+172.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,822 | $2,580-29.4% | $3,142-42.0% | $3,332-45.3% |
| Admin fee / account holder | $254 | $3,825-93.4% | $5,800-95.6% | $4,645-94.5% |