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 | $4,127 | $56,053-92.6% | $75,972-94.6% | $80,856-94.9% |
| Participation rate | 80.4% | 62.0%+18.4pp | 69.1%+11.3pp | 67.6%+12.8pp |
| Annual return | 43.41% | 20.53%+22.9pp | 359.55%-316.1pp | 35.59%+7.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,304 | $3,052-24.5% | $4,255-45.9% | $4,296-46.4% |
| Admin fee / account holder | $251 | $5,234-95.2% | $6,467-96.1% | $6,918-96.4% |