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 3-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 | $1,165 | $88,751-98.7% | $81,812-98.6% | $145,922-99.2% |
| Participation rate | 95.8% | 75.0%+20.8pp | 72.3%+23.5pp | 80.3%+15.6pp |
| Annual return | 24.54% | 1025.40%-1000.9pp | 773.79%-749.3pp | 561.29%-536.7pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,319 | $4,643-71.6% | $4,319-69.5% | $6,688-80.3% |
| Admin fee / account holder | $184 | $8,415-97.8% | $7,386-97.5% | $13,397-98.6% |