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 | $70,756-96.0% | $65,493-95.7% | $142,382-98.0% |
| Participation rate | 93.8% | 77.4%+16.4pp | 73.1%+20.7pp | 80.1%+13.6pp |
| Annual return | 20.76% | 1754.89%-1734.1pp | 982.45%-961.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,182 | $4,637-74.5% | $3,961-70.1% | $6,507-81.8% |
| Admin fee / account holder | $190 | $6,559-97.1% | $5,028-96.2% | $12,624-98.5% |