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 | $4,802 | $96,635-95.0% | $86,612-94.5% | $139,434-96.6% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.1pp | 80.3%+13.4pp |
| Annual return | 18.44% | 106.41%-88.0pp | 591.07%-572.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,376 | $4,836-71.5% | $4,438-69.0% | $6,710-79.5% |
| Admin fee / account holder | $62 | $6,408-99.0% | $5,614-98.9% | $11,403-99.5% |