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 | $6,352 | $126,574-95.0% | $106,213-94.0% | $145,922-95.6% |
| Participation rate | 90.5% | 77.6%+12.8pp | 75.3%+15.2pp | 80.3%+10.2pp |
| Annual return | 13.77% | 224.79%-211.0pp | 116.14%-102.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $7 | $3,730-99.8% | $3,171-99.8% | $4,660-99.9% |
| Participant deferral / active EE | $2,065 | $5,724-63.9% | $5,016-58.8% | $6,688-69.1% |
| Admin fee / account holder | $156 | $17,304-99.1% | $11,033-98.6% | $13,397-98.8% |