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 | $11,260 | $73,004-84.6% | $90,749-87.6% | $68,494-83.6% |
| Participation rate | 84.0% | 70.8%+13.2pp | 75.7%+8.3pp | 67.9%+16.1pp |
| Annual return | 63.40% | -13.81%+77.2pp | -12.16%+75.6pp | -7.84%+71.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,415 | $3,627+132.0% | $4,564+84.4% | $4,027+108.9% |
| Admin fee / account holder | $12 | $5,896-99.8% | $8,445-99.9% | $5,403-99.8% |