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 | $5,322 | $60,124-91.1% | $90,404-94.1% | $79,858-93.3% |
| Participation rate | 77.3% | 65.0%+12.3pp | 72.7%+4.6pp | 69.6%+7.6pp |
| Annual return | 12.59% | 71.94%-59.4pp | 1293.02%-1280.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,700 | $2,938-42.1% | $3,963-57.1% | $3,740-54.5% |
| Admin fee / account holder | $238 | $3,976-94.0% | $5,611-95.7% | $5,306-95.5% |