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 3-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 | $8,129 | $65,561-87.6% | $86,188-90.6% | $75,163-89.2% |
| Participation rate | 90.9% | 60.5%+30.4pp | 69.0%+22.0pp | 67.2%+23.7pp |
| Annual return | 31.69% | 46.05%-14.4pp | 1168.45%-1136.8pp | 160.62%-128.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,279 | $3,024+41.5% | $3,985+7.4% | $4,125+3.7% |
| Admin fee / account holder | $88 | $5,474-98.4% | $6,852-98.7% | $5,651-98.4% |