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 8-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 | $2,318 | $64,839-96.4% | $95,585-97.6% | $84,808-97.3% |
| Participation rate | 92.9% | 63.8%+29.0pp | 72.1%+20.8pp | 68.3%+24.5pp |
| Annual return | 19.51% | -670.96%+690.5pp | 38.56%-19.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $980 | $2,965-67.0% | $4,023-75.6% | $4,212-76.7% |
| Admin fee / account holder | $80 | $5,964-98.7% | $6,127-98.7% | $7,344-98.9% |