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 | $94 | $82,664-99.9% | $125,339-99.9% | $68,494-99.9% |
| Participation rate | 97.2% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.3pp |
| Annual return | 99.16% | -5.97%+105.1pp | 572.05%-472.9pp | -7.84%+107.0pp |
| Employer contribution / active EE | $26 | $3,381-99.2% | $4,814-99.5% | $2,596-99.0% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |