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 | $1,801 | $54,705-96.7% | $71,209-97.5% | $84,808-97.9% |
| Participation rate | 79.5% | 64.1%+15.4pp | 73.8%+5.7pp | 68.3%+11.2pp |
| Annual return | 18.24% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $939 | $3,030-69.0% | $4,175-77.5% | $4,212-77.7% |
| Admin fee / account holder | $167 | $4,863-96.6% | $5,349-96.9% | $7,344-97.7% |