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 | $436 | $116,175-99.6% | $93,606-99.5% | $152,861-99.7% |
| Participation rate | 93.3% | 78.0%+15.3pp | 75.8%+17.5pp | 82.4%+10.9pp |
| Annual return | 21.08% | 35.96%-14.9pp | 32.76%-11.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $57 | $3,218-98.2% | $2,718-97.9% | $4,762-98.8% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $49 | $10,748-99.5% | $7,888-99.4% | $11,596-99.6% |