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 4-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 | $5,413 | $80,717-93.3% | $154,803-96.5% | $84,808-93.6% |
| Participation rate | 88.4% | 66.8%+21.6pp | 78.1%+10.3pp | 68.3%+20.1pp |
| Annual return | 97.51% | 37.96%+59.6pp | 58.88%+38.6pp | 40.90%+56.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,685 | $3,303+11.5% | $5,540-33.5% | $4,212-12.5% |
| Admin fee / account holder | $15 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |