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 | $3,583 | $52,353-93.2% | $120,225-97.0% | $82,448-95.7% |
| Participation rate | 86.0% | 58.3%+27.7pp | 69.6%+16.4pp | 68.1%+17.9pp |
| Annual return | 19.99% | 61.85%-41.9pp | 439.23%-419.2pp | 41.64%-21.7pp |
| Employer contribution / active EE | $10 | $1,510-99.4% | $3,475-99.7% | $2,551-99.6% |
| Participant deferral / active EE | $2,409 | $2,627-8.3% | $3,999-39.8% | $4,139-41.8% |
| Admin fee / account holder | $194 | $4,363-95.6% | $5,696-96.6% | $7,234-97.3% |