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 | $5,101 | $53,516-90.5% | $126,539-96.0% | $84,808-94.0% |
| Participation rate | 83.3% | 58.2%+25.1pp | 69.8%+13.5pp | 68.3%+15.0pp |
| Annual return | 21.94% | 58.34%-36.4pp | 425.95%-404.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,910 | $2,671-28.5% | $4,083-53.2% | $4,212-54.6% |
| Admin fee / account holder | $295 | $4,497-93.4% | $6,065-95.1% | $7,344-96.0% |