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 6-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 | $8,834 | $138,044-93.6% | $125,339-93.0% | $134,475-93.4% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -20.27% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $251 | $5,243-95.2% | $4,814-94.8% | $4,740-94.7% |
| Participant deferral / active EE | $3,713 | $7,799-52.4% | $7,446-50.1% | $6,400-42.0% |
| Admin fee / account holder | $47 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |