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 | $3,504 | $107,015-96.7% | $73,545-95.2% | $147,584-97.6% |
| Participation rate | 70.6% | 66.4%+4.2pp | 54.9%+15.7pp | 82.8%-12.2pp |
| Annual return | 26.59% | 38.25%-11.7pp | -15.16%+41.8pp | 578.55%-552.0pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $953 | $2,462-61.3% | $1,806-47.2% | $5,439-82.5% |
| Admin fee / account holder | $179 | $3,055-94.1% | $2,320-92.3% | $10,885-98.4% |