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 | $2,388 | $156,846-98.5% | $121,098-98.0% | $139,434-98.3% |
| Participation rate | 73.3% | 76.4%-3.1pp | 69.5%+3.8pp | 80.3%-7.0pp |
| Annual return | 26.46% | 1474.56%-1448.1pp | 985.75%-959.3pp | 372.94%-346.5pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $960 | $4,844-80.2% | $4,080-76.5% | $6,710-85.7% |
| Admin fee / account holder | $85 | $6,946-98.8% | $5,644-98.5% | $11,403-99.3% |