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 8-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 | $654 | $104,106-99.4% | $71,086-99.1% | $135,375-99.5% |
| Participation rate | 73.3% | 65.7%+7.7pp | 54.7%+18.7pp | 82.6%-9.3pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $604 | $2,527-76.1% | $1,874-67.8% | $5,609-89.2% |
| Admin fee / account holder | $1 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |