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 | $423 | $108,642-99.6% | $74,701-99.4% | $152,861-99.7% |
| Participation rate | 86.4% | 65.3%+21.0pp | 54.5%+31.9pp | 82.4%+3.9pp |
| Annual return | 39.04% | 114.06%-75.0pp | 752.92%-713.9pp | 345.32%-306.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $346 | $2,712-87.3% | $1,964-82.4% | $5,850-94.1% |
| Admin fee / account holder | $2 | $4,902-100.0% | $3,333-99.9% | $11,596-100.0% |