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 | $935 | $62,928-98.5% | $172,739-99.5% | $67,579-98.6% |
| Participation rate | 79.1% | 64.5%+14.7pp | 82.6%-3.5pp | 71.3%+7.8pp |
| Annual return | 0.00% | 30.36%-30.4pp | 802.84%-802.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $663 | $2,145-69.1% | $5,198-87.2% | $3,539-81.3% |
| Admin fee / account holder | $5 | $167-96.9% | $13,954-100.0% | $142-96.3% |