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 3-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 | $1,125 | $51,638-97.8% | $68,368-98.4% | $82,448-98.6% |
| Participation rate | 79.3% | 63.6%+15.7pp | 73.8%+5.6pp | 68.1%+11.2pp |
| Annual return | 72.86% | 37.53%+35.3pp | 292.57%-219.7pp | 41.64%+31.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,054 | $2,914-63.8% | $4,123-74.4% | $4,139-74.5% |
| Admin fee / account holder | $64 | $4,643-98.6% | $5,150-98.8% | $7,234-99.1% |