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 7-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 | $2,039 | $56,114-96.4% | $96,139-97.9% | $85,850-97.6% |
| Participation rate | 87.1% | 56.7%+30.4pp | 68.4%+18.7pp | 69.3%+17.8pp |
| Annual return | 15.79% | 42.30%-26.5pp | 191.94%-176.2pp | 318.53%-302.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $959 | $2,859-66.4% | $4,349-77.9% | $3,952-75.7% |
| Admin fee / account holder | $40 | $3,768-98.9% | $5,537-99.3% | $6,260-99.4% |