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 5-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 | $11,319 | $59,107-80.8% | $86,436-86.9% | $68,494-83.5% |
| Participation rate | 86.3% | 75.2%+11.0pp | 80.3%+5.9pp | 67.9%+18.4pp |
| Annual return | 46.37% | -0.23%+46.6pp | 4394.89%-4348.5pp | -7.84%+54.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,390 | $5,901+25.2% | $6,952+6.3% | $4,027+83.5% |
| Admin fee / account holder | $173 | $5,637-96.9% | $6,731-97.4% | $5,403-96.8% |