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 | $1,054 | $30,400-96.5% | $53,898-98.0% | $84,808-98.8% |
| Participation rate | 73.7% | 46.4%+27.2pp | 55.0%+18.7pp | 68.3%+5.4pp |
| Annual return | 32.79% | 500.19%-467.4pp | 528.60%-495.8pp | 40.90%-8.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $638 | $1,199-46.7% | $1,826-65.0% | $4,212-84.8% |
| Admin fee / account holder | $20 | $1,993-99.0% | $2,491-99.2% | $7,344-99.7% |