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 | $877 | $96,635-99.1% | $86,612-99.0% | $139,434-99.4% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 43.11% | 106.41%-63.3pp | 591.07%-548.0pp | 372.94%-329.8pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $844 | $4,836-82.5% | $4,438-81.0% | $6,710-87.4% |
| Admin fee / account holder | $93 | $6,408-98.5% | $5,614-98.3% | $11,403-99.2% |