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 5-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 | $7,431 | $49,922-85.1% | $80,569-90.8% | $75,163-90.1% |
| Participation rate | 90.3% | 55.3%+35.0pp | 67.0%+23.3pp | 67.2%+23.1pp |
| Annual return | 27.53% | 34.69%-7.2pp | 935.43%-907.9pp | 160.62%-133.1pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,647 | $2,990-44.9% | $4,447-63.0% | $4,125-60.1% |
| Admin fee / account holder | $181 | $3,577-94.9% | $5,377-96.6% | $5,651-96.8% |