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 6-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 | $3,591 | $97,125-96.3% | $86,233-95.8% | $137,256-97.4% |
| Participation rate | 84.2% | 74.2%+10.0pp | 69.0%+15.2pp | 80.0%+4.3pp |
| Annual return | 31.25% | 74.19%-42.9pp | 61.39%-30.1pp | 220.34%-189.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,940 | $5,180-62.5% | $4,559-57.5% | $6,407-69.7% |
| Admin fee / account holder | $93 | $9,725-99.0% | $8,342-98.9% | $12,270-99.2% |