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 4-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 | $6,342 | $49,922-87.3% | $80,569-92.1% | $75,163-91.6% |
| Participation rate | 70.2% | 55.3%+14.9pp | 67.0%+3.2pp | 67.2%+3.0pp |
| Annual return | 52.16% | 34.69%+17.5pp | 935.43%-883.3pp | 160.62%-108.5pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,408 | $2,990-19.5% | $4,447-45.9% | $4,125-41.6% |
| Admin fee / account holder | $158 | $3,577-95.6% | $5,377-97.1% | $5,651-97.2% |