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 | $1,073 | $29,660-96.4% | $56,411-98.1% | $80,856-98.7% |
| Participation rate | 90.0% | 41.6%+48.4pp | 52.5%+37.5pp | 67.6%+22.4pp |
| Annual return | 11.79% | 35.23%-23.4pp | 1701.33%-1689.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $368 | $1,226-70.0% | $1,952-81.2% | $4,296-91.4% |
| Admin fee / account holder | $37 | $2,428-98.5% | $2,829-98.7% | $6,918-99.5% |