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 4-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 | $12,420 | $118,450-89.5% | $98,439-87.4% | $139,434-91.1% |
| Participation rate | 72.7% | 77.4%-4.7pp | 75.2%-2.4pp | 80.3%-7.6pp |
| Annual return | 140.98% | 18.94%+122.0pp | 21.16%+119.8pp | 372.94%-232.0pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,563 | $5,392+58.8% | $4,738+80.7% | $6,710+27.6% |
| Admin fee / account holder | $9 | $14,026-99.9% | $8,948-99.9% | $11,403-99.9% |