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 | $2,581 | $49,173-94.8% | $121,098-97.9% | $75,163-96.6% |
| Participation rate | 70.4% | 55.4%+15.0pp | 69.5%+0.9pp | 67.2%+3.2pp |
| Annual return | 24.03% | 55.99%-32.0pp | 985.75%-961.7pp | 160.62%-136.6pp |
| Employer contribution / active EE | $259 | $1,546-83.3% | $4,164-93.8% | $2,670-90.3% |
| Participant deferral / active EE | $1,362 | $2,628-48.2% | $4,080-66.6% | $4,125-67.0% |
| Admin fee / account holder | $222 | $3,942-94.4% | $5,644-96.1% | $5,651-96.1% |