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 5-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 | $4,597 | $95,561-95.2% | $77,163-94.0% | $139,434-96.7% |
| Participation rate | 84.2% | 73.9%+10.3pp | 69.6%+14.6pp | 80.3%+3.9pp |
| Annual return | 25.69% | 54.92%-29.2pp | 37.87%-12.2pp | 372.94%-347.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,998 | $4,624-56.8% | $3,833-47.9% | $6,710-70.2% |
| Admin fee / account holder | $192 | $8,295-97.7% | $5,472-96.5% | $11,403-98.3% |