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 7-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 | $4,042 | $109,817-96.3% | $98,442-95.9% | $167,490-97.6% |
| Participation rate | 84.2% | 75.8%+8.4pp | 73.3%+10.9pp | 82.1%+2.1pp |
| Annual return | 79.52% | 1956.69%-1877.2pp | 1492.73%-1413.2pp | 478.56%-399.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,733 | $4,673-62.9% | $4,276-59.5% | $6,341-72.7% |
| Admin fee / account holder | $26 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |