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 | $2,848 | $68,097-95.8% | $62,929-95.5% | $137,256-97.9% |
| Participation rate | 93.8% | 77.4%+16.3pp | 73.1%+20.6pp | 80.0%+13.8pp |
| Annual return | 20.76% | 1859.11%-1838.4pp | 1063.93%-1043.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,182 | $4,553-74.0% | $3,888-69.6% | $6,407-81.5% |
| Admin fee / account holder | $190 | $6,521-97.1% | $5,065-96.2% | $12,270-98.5% |