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 10-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 | $1,234 | $78,988-98.4% | - | $273,961-99.5% |
| Participation rate | 71.4% | 74.5%-3.0pp | - | 83.0%-11.6pp |
| Annual return | 45.50% | 18.48%+27.0pp | - | 41.45%+4.0pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | - | $4,869-100.0% |
| Participant deferral / active EE | $934 | $3,397-72.5% | - | $5,287-82.3% |
| Admin fee / account holder | $27 | $13,270-99.8% | - | $10,132-99.7% |