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 | $883 | $30,400-97.1% | $53,898-98.4% | $84,808-99.0% |
| Participation rate | 76.3% | 46.4%+29.9pp | 55.0%+21.4pp | 68.3%+8.0pp |
| Annual return | 22.06% | 500.19%-478.1pp | 528.60%-506.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $372 | $1,199-68.9% | $1,826-79.6% | $4,212-91.2% |
| Admin fee / account holder | $5 | $1,993-99.8% | $2,491-99.8% | $7,344-99.9% |