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 5-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 | $4,004 | $65,409-93.9% | $98,442-95.9% | $85,850-95.3% |
| Participation rate | 87.9% | 65.0%+22.9pp | 73.3%+14.5pp | 69.3%+18.6pp |
| Annual return | 53.66% | 21.76%+31.9pp | 1492.73%-1439.1pp | 318.53%-264.9pp |
| Employer contribution / active EE | $2 | $2,168-99.9% | $2,960-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $2,474 | $3,166-21.9% | $4,276-42.1% | $3,952-37.4% |
| Admin fee / account holder | $203 | $4,593-95.6% | $5,949-96.6% | $6,260-96.8% |