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 | $1,843 | $108,172-98.3% | $77,482-97.6% | $158,922-98.8% |
| Participation rate | 87.0% | 64.4%+22.5pp | 54.2%+32.8pp | 82.0%+5.0pp |
| Annual return | 323.85% | 31.67%+292.2pp | 54.79%+269.1pp | 302.83%+21.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,764 | $2,456-28.2% | $1,861-5.2% | $5,982-70.5% |
| Admin fee / account holder | $278 | $3,708-92.5% | $2,858-90.3% | $11,246-97.5% |