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 | $3,196 | $47,479-93.3% | $62,929-94.9% | $82,448-96.1% |
| Participation rate | 77.4% | 66.9%+10.6pp | 73.1%+4.3pp | 68.1%+9.4pp |
| Annual return | 21.70% | 20.34%+1.4pp | 1063.93%-1042.2pp | 41.64%-19.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,300 | $2,870-54.7% | $3,888-66.6% | $4,139-68.6% |
| Admin fee / account holder | $136 | $3,804-96.4% | $5,065-97.3% | $7,234-98.1% |