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 6-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 | $4,744 | $123,909-96.2% | $69,647-93.2% | $145,922-96.7% |
| Participation rate | 94.7% | 69.2%+25.5pp | 66.5%+28.3pp | 80.3%+14.5pp |
| Annual return | 13.59% | 190.55%-177.0pp | 100.48%-86.9pp | 561.29%-547.7pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,000 | $4,236-52.8% | $2,886-30.7% | $6,688-70.1% |
| Admin fee / account holder | $69 | $7,863-99.1% | $4,713-98.5% | $13,397-99.5% |