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 | $2,811 | $57,281-95.1% | $86,612-96.8% | $75,163-96.3% |
| Participation rate | 87.9% | 63.2%+24.7pp | 71.7%+16.2pp | 67.2%+20.7pp |
| Annual return | 18.77% | 2670.75%-2652.0pp | 591.07%-572.3pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,133 | $3,318-65.9% | $4,438-74.5% | $4,125-72.5% |
| Admin fee / account holder | $88 | $4,112-97.8% | $5,614-98.4% | $5,651-98.4% |