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 3-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 | $781 | $156,846-99.5% | $121,098-99.4% | $139,434-99.4% |
| Participation rate | 81.8% | 76.4%+5.4pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 0.00% | 1474.56%-1474.6pp | 985.75%-985.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,123 | $4,844-76.8% | $4,080-72.5% | $6,710-83.3% |
| Admin fee / account holder | $9 | $6,946-99.9% | $5,644-99.8% | $11,403-99.9% |