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 | $907 | $108,172-99.2% | $77,482-98.8% | $158,922-99.4% |
| Participation rate | 93.3% | 64.4%+28.9pp | 54.2%+39.1pp | 82.0%+11.4pp |
| Annual return | 30.34% | 31.67%-1.3pp | 54.79%-24.4pp | 302.83%-272.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $753 | $2,456-69.4% | $1,861-59.6% | $5,982-87.4% |
| Admin fee / account holder | $18 | $3,708-99.5% | $2,858-99.4% | $11,246-99.8% |