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 8-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 | $4,024 | $69,207-94.2% | $64,056-93.7% | $139,434-97.1% |
| Participation rate | 73.3% | 75.6%-2.3pp | 72.3%+1.0pp | 80.3%-7.0pp |
| Annual return | 17.56% | 45.88%-28.3pp | 33.69%-16.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,427 | $4,682-48.2% | $3,880-37.5% | $6,710-63.8% |
| Admin fee / account holder | $66 | $4,244-98.5% | $3,068-97.9% | $11,403-99.4% |