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 9-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 | $1,451 | $76,000-98.1% | $154,107-99.1% | $64,186-97.7% |
| Participation rate | 85.5% | 70.4%+15.1pp | 83.0%+2.5pp | 69.6%+16.0pp |
| Annual return | 51.51% | 30.32%+21.2pp | 735.12%-683.6pp | 7.63%+43.9pp |
| Employer contribution / active EE | $51 | $3,351-98.5% | $5,298-99.0% | $2,381-97.9% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $37 | $5,596-99.3% | $13,411-99.7% | $4,888-99.2% |