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 | $768 | $70,606-98.9% | $53,898-98.6% | $142,382-99.5% |
| Participation rate | 91.7% | 63.7%+28.0pp | 55.0%+36.7pp | 80.1%+11.5pp |
| Annual return | 18.97% | 619.81%-600.8pp | 528.60%-509.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $570 | $2,364-75.9% | $1,826-68.8% | $6,507-91.2% |
| Admin fee / account holder | $36 | $2,852-98.7% | $2,491-98.6% | $12,624-99.7% |