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 10-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 | $500 | $30,732-98.4% | $59,496-99.2% | $59,632-99.2% |
| Participation rate | 70.3% | 43.2%+27.1pp | 54.6%+15.7pp | 68.7%+1.6pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $361 | $1,183-69.5% | $1,829-80.3% | $3,192-88.7% |
| Admin fee / account holder | $7 | $2,136-99.7% | $2,232-99.7% | $4,297-99.8% |