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 10-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 | $2,218 | $105,998-97.9% | $92,233-97.6% | $147,584-98.5% |
| Participation rate | 88.2% | 80.4%+7.8pp | 76.5%+11.8pp | 82.8%+5.4pp |
| Annual return | 31.61% | 50.05%-18.4pp | 176.28%-144.7pp | 578.55%-546.9pp |
| Employer contribution / active EE | $139 | $4,333-96.8% | $3,679-96.2% | $4,876-97.1% |
| Participant deferral / active EE | $1,880 | $4,478-58.0% | $3,897-51.7% | $5,439-65.4% |
| Admin fee / account holder | $147 | $6,332-97.7% | $5,194-97.2% | $10,885-98.7% |