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 9-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 | $816 | $99,020-99.2% | $86,590-99.1% | $147,584-99.4% |
| Participation rate | 78.6% | 76.3%+2.2pp | 73.5%+5.0pp | 82.8%-4.3pp |
| Annual return | 47.57% | 1312.34%-1264.8pp | 964.84%-917.3pp | 578.55%-531.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $623 | $3,972-84.3% | $3,609-82.7% | $5,439-88.5% |
| Admin fee / account holder | $4 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |