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 9-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 | $1,470 | $58,927-97.5% | $76,817-98.1% | $72,985-98.0% |
| Participation rate | 80.0% | 67.3%+12.7pp | 72.1%+7.9pp | 69.5%+10.5pp |
| Annual return | 19.62% | 2305.64%-2286.0pp | 1166.11%-1146.5pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,130 | $2,690-58.0% | $3,336-66.1% | $3,607-68.7% |
| Admin fee / account holder | $162 | $4,013-96.0% | $6,420-97.5% | $5,124-96.8% |