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 | $2,105 | $118,849-98.2% | $96,562-97.8% | $167,490-98.7% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 41.80% | 50.49%-8.7pp | 37.78%+4.0pp | 478.56%-436.8pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,491 | $4,616-67.7% | $3,849-61.3% | $6,341-76.5% |
| Admin fee / account holder | $2 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |