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 | $623 | $30,400-97.9% | $53,898-98.8% | $84,808-99.3% |
| Participation rate | 92.3% | 46.4%+45.9pp | 55.0%+37.3pp | 68.3%+24.0pp |
| Annual return | 22.72% | 500.19%-477.5pp | 528.60%-505.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $366 | $1,199-69.5% | $1,826-80.0% | $4,212-91.3% |
| Admin fee / account holder | $33 | $1,993-98.3% | $2,491-98.7% | $7,344-99.5% |