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 | $4,522 | $108,172-95.8% | $77,482-94.2% | $158,922-97.2% |
| Participation rate | 95.5% | 64.4%+31.0pp | 54.2%+41.3pp | 82.0%+13.5pp |
| Annual return | 81.08% | 31.67%+49.4pp | 54.79%+26.3pp | 302.83%-221.7pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,275 | $2,456+33.3% | $1,861+76.0% | $5,982-45.3% |
| Admin fee / account holder | $70 | $3,708-98.1% | $2,858-97.5% | $11,246-99.4% |