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 7-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 | $855 | $100,852-99.2% | $90,404-99.1% | $158,922-99.5% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.7%+21.4pp | 82.0%+12.2pp |
| Annual return | 48.08% | 1724.20%-1676.1pp | 1293.02%-1244.9pp | 302.83%-254.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $798 | $4,348-81.6% | $3,963-79.9% | $5,982-86.7% |
| Admin fee / account holder | $34 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |