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 | $1,725 | $100,852-98.3% | $90,404-98.1% | $158,922-98.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 780.36% | 1724.20%-943.8pp | 1293.02%-512.7pp | 302.83%+477.5pp |
| Employer contribution / active EE | $128 | $3,689-96.5% | $3,262-96.1% | $4,761-97.3% |
| Participant deferral / active EE | $1,351 | $4,348-68.9% | $3,963-65.9% | $5,982-77.4% |
| Admin fee / account holder | $3 | $6,501-100.0% | $5,611-99.9% | $11,246-100.0% |