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 | $1,186 | $54,705-97.8% | $71,209-98.3% | $84,808-98.6% |
| Participation rate | 92.1% | 64.1%+28.0pp | 73.8%+18.4pp | 68.3%+23.8pp |
| Annual return | 16.18% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $256 | $2,158-88.1% | $2,721-90.6% | $2,631-90.3% |
| Participant deferral / active EE | $607 | $3,030-80.0% | $4,175-85.5% | $4,212-85.6% |
| Admin fee / account holder | $199 | $4,863-95.9% | $5,349-96.3% | $7,344-97.3% |