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 | $3,294 | $58,208-94.3% | $81,812-96.0% | $80,856-95.9% |
| Participation rate | 89.6% | 63.4%+26.1pp | 72.3%+17.2pp | 67.6%+21.9pp |
| Annual return | 11.20% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $6 | $2,340-99.8% | $2,912-99.8% | $2,755-99.8% |
| Participant deferral / active EE | $1,340 | $3,281-59.2% | $4,319-69.0% | $4,296-68.8% |
| Admin fee / account holder | $167 | $4,981-96.6% | $7,386-97.7% | $6,918-97.6% |