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 | $3,527 | $118,849-97.0% | $96,562-96.3% | $167,490-97.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 35.01% | 50.49%-15.5pp | 37.78%-2.8pp | 478.56%-443.5pp |
| Employer contribution / active EE | $360 | $3,120-88.4% | $2,356-84.7% | $4,837-92.6% |
| Participant deferral / active EE | $2,137 | $4,616-53.7% | $3,849-44.5% | $6,341-66.3% |
| Admin fee / account holder | $21 | $8,065-99.7% | $6,181-99.7% | $12,309-99.8% |