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 4-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 | $1,166 | $81,625-98.6% | $58,482-98.0% | $139,434-99.2% |
| Participation rate | 76.5% | 61.3%+15.1pp | 50.9%+25.6pp | 80.3%-3.8pp |
| Annual return | 13.46% | 7404.20%-7390.7pp | 4239.32%-4225.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $999 | $2,557-60.9% | $1,924-48.1% | $6,710-85.1% |
| Admin fee / account holder | $168 | $3,265-94.9% | $2,516-93.3% | $11,403-98.5% |