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 8-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 | $4,400 | $118,680-96.3% | $98,907-95.6% | $158,922-97.2% |
| Participation rate | 91.7% | 77.8%+13.8pp | 76.0%+15.6pp | 82.0%+9.7pp |
| Annual return | 22.78% | 372.35%-349.6pp | 196.43%-173.6pp | 302.83%-280.0pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,951 | $5,088-61.7% | $4,244-54.0% | $5,982-67.4% |
| Admin fee / account holder | $265 | $10,131-97.4% | $6,642-96.0% | $11,246-97.6% |