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 6-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 | $1,282 | $110,502-98.8% | $80,716-98.4% | $167,490-99.2% |
| Participation rate | 95.8% | 64.0%+31.9pp | 54.2%+41.7pp | 82.1%+13.7pp |
| Annual return | 15.42% | 120.54%-105.1pp | 87.28%-71.9pp | 478.56%-463.1pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $560 | $2,871-80.5% | $2,146-73.9% | $6,341-91.2% |
| Admin fee / account holder | $74 | $4,545-98.4% | $3,380-97.8% | $12,309-99.4% |