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 | $4,674 | $104,486-95.5% | $76,817-93.9% | $152,861-96.9% |
| Participation rate | 94.1% | 76.6%+17.5pp | 72.1%+22.0pp | 82.4%+11.7pp |
| Annual return | 27.05% | 1013.37%-986.3pp | 1166.11%-1139.1pp | 345.32%-318.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,141 | $4,236-73.1% | $3,336-65.8% | $5,850-80.5% |
| Admin fee / account holder | $55 | $12,275-99.6% | $6,420-99.1% | $11,596-99.5% |