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 10-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 | $2,062 | $144,119-98.6% | $117,854-98.3% | $147,584-98.6% |
| Participation rate | 92.9% | 83.4%+9.4pp | 79.7%+13.2pp | 82.8%+10.0pp |
| Annual return | 123.95% | 531.15%-407.2pp | 335.08%-211.1pp | 578.55%-454.6pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,862 | $5,316-65.0% | $4,482-58.5% | $5,439-65.8% |
| Admin fee / account holder | $27 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |