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 | $15,520 | $105,181-85.2% | $159,436-90.3% | $85,850-81.9% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.8%+6.7pp | 69.3%+20.2pp |
| Annual return | 90.11% | 45.07%+45.0pp | 263.57%-173.5pp | 318.53%-228.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,754 | $5,945-53.7% | $7,352-62.5% | $3,952-30.3% |
| Admin fee / account holder | $297 | $6,933-95.7% | $10,799-97.2% | $6,260-95.2% |