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 | $1,512 | $54,705-97.2% | $71,209-97.9% | $84,808-98.2% |
| Participation rate | 90.2% | 64.1%+26.1pp | 73.8%+16.4pp | 68.3%+21.9pp |
| Annual return | 45.52% | 35.90%+9.6pp | 282.51%-237.0pp | 40.90%+4.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,511 | $3,030-50.1% | $4,175-63.8% | $4,212-64.1% |
| Admin fee / account holder | $119 | $4,863-97.5% | $5,349-97.8% | $7,344-98.4% |