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 | $1,343 | $29,660-95.5% | $56,411-97.6% | $80,856-98.3% |
| Participation rate | 89.1% | 41.6%+47.5pp | 52.5%+36.7pp | 67.6%+21.5pp |
| Annual return | 12.44% | 35.23%-22.8pp | 1701.33%-1688.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $557 | $1,226-54.5% | $1,952-71.4% | $4,296-87.0% |
| Admin fee / account holder | $108 | $2,428-95.6% | $2,829-96.2% | $6,918-98.4% |