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 8-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 | $1,709 | $58,208-97.1% | $81,812-97.9% | $80,856-97.9% |
| Participation rate | 90.5% | 63.4%+27.1pp | 72.3%+18.1pp | 67.6%+22.8pp |
| Annual return | 14.75% | 41.66%-26.9pp | 773.79%-759.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,157 | $3,281-64.7% | $4,319-73.2% | $4,296-73.1% |
| Admin fee / account holder | $63 | $4,981-98.7% | $7,386-99.1% | $6,918-99.1% |