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 5-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 | $10,084 | $83,902-88.0% | $167,512-94.0% | $84,808-88.1% |
| Participation rate | 90.0% | 66.5%+23.5pp | 77.1%+12.9pp | 68.3%+21.7pp |
| Annual return | 20.32% | 91.55%-71.2pp | 1615.79%-1595.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,488 | $4,442-66.5% | $6,405-76.8% | $4,212-64.7% |
| Admin fee / account holder | $36 | $7,915-99.5% | $9,769-99.6% | $7,344-99.5% |