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 10-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 | $2,591 | $54,541-95.3% | $78,778-96.7% | $70,131-96.3% |
| Participation rate | 78.6% | 60.8%+17.8pp | 69.2%+9.4pp | 69.5%+9.0pp |
| Annual return | 395.77% | 21.07%+374.7pp | 35.62%+360.2pp | 73.14%+322.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,018 | $2,210-53.9% | $2,958-65.6% | $3,332-69.4% |
| Admin fee / account holder | $13 | $3,709-99.6% | $5,134-99.7% | $4,645-99.7% |