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 7-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 | $3,240 | $60,124-94.6% | $90,404-96.4% | $79,858-95.9% |
| Participation rate | 77.8% | 65.0%+12.8pp | 72.7%+5.1pp | 69.6%+8.1pp |
| Annual return | 42.13% | 71.94%-29.8pp | 1293.02%-1250.9pp | 31.71%+10.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,002 | $2,938-31.9% | $3,963-49.5% | $3,740-46.5% |
| Admin fee / account holder | $129 | $3,976-96.8% | $5,611-97.7% | $5,306-97.6% |