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 6-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 | $1,828 | $58,208-96.9% | $81,812-97.8% | $80,856-97.7% |
| Participation rate | 79.3% | 63.4%+15.9pp | 72.3%+7.0pp | 67.6%+11.7pp |
| Annual return | 27.04% | 41.66%-14.6pp | 773.79%-746.8pp | 35.59%-8.6pp |
| Employer contribution / active EE | $219 | $2,340-90.6% | $2,912-92.5% | $2,755-92.0% |
| Participant deferral / active EE | $943 | $3,281-71.3% | $4,319-78.2% | $4,296-78.1% |
| Admin fee / account holder | $61 | $4,981-98.8% | $7,386-99.2% | $6,918-99.1% |