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 | $796 | $24,730-96.8% | $66,042-98.8% | $84,808-99.1% |
| Participation rate | 95.3% | 68.1%+27.3pp | 67.5%+27.8pp | 68.3%+27.0pp |
| Annual return | 26.01% | 79.55%-53.5pp | 52.11%-26.1pp | 40.90%-14.9pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,046 | $1,737-39.8% | $2,835-63.1% | $4,212-75.2% |
| Admin fee / account holder | $158 | $3,014-94.7% | $5,747-97.2% | $7,344-97.8% |