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 | $2,847 | $57,281-95.0% | $86,612-96.7% | $75,163-96.2% |
| Participation rate | 93.5% | 63.2%+30.4pp | 71.7%+21.9pp | 67.2%+26.4pp |
| Annual return | 22.20% | 2670.75%-2648.5pp | 591.07%-568.9pp | 160.62%-138.4pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,390 | $3,318-58.1% | $4,438-68.7% | $4,125-66.3% |
| Admin fee / account holder | $46 | $4,112-98.9% | $5,614-99.2% | $5,651-99.2% |