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 | $2,688 | $118,680-97.7% | $98,907-97.3% | $158,922-98.3% |
| Participation rate | 84.6% | 77.8%+6.8pp | 76.0%+8.6pp | 82.0%+2.7pp |
| Annual return | 927.57% | 372.35%+555.2pp | 196.43%+731.1pp | 302.83%+624.7pp |
| Employer contribution / active EE | $8 | $3,333-99.8% | $2,689-99.7% | $4,761-99.8% |
| Participant deferral / active EE | $1,782 | $5,088-65.0% | $4,244-58.0% | $5,982-70.2% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |