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 | $2,688 | $68,097-96.1% | $62,929-95.7% | $137,256-98.0% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 15.48% | 1859.11%-1843.6pp | 1063.93%-1048.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $184 | $2,811-93.5% | $2,505-92.7% | $4,156-95.6% |
| Participant deferral / active EE | $932 | $4,553-79.5% | $3,888-76.0% | $6,407-85.4% |
| Admin fee / account holder | $258 | $6,521-96.0% | $5,065-94.9% | $12,270-97.9% |