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 | $849 | $95,561-99.1% | $77,163-98.9% | $139,434-99.4% |
| Participation rate | 86.7% | 73.9%+12.7pp | 69.6%+17.1pp | 80.3%+6.3pp |
| Annual return | 22.45% | 54.92%-32.5pp | 37.87%-15.4pp | 372.94%-350.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $920 | $4,624-80.1% | $3,833-76.0% | $6,710-86.3% |
| Admin fee / account holder | $61 | $8,295-99.3% | $5,472-98.9% | $11,403-99.5% |