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 7-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 | $12,155 | $70,587-82.8% | $124,672-90.3% | $85,850-85.8% |
| Participation rate | 87.0% | 64.4%+22.6pp | 74.6%+12.4pp | 69.3%+17.7pp |
| Annual return | 195.74% | 20688.83%-20493.1pp | 5142.93%-4947.2pp | 318.53%-122.8pp |
| Employer contribution / active EE | $3 | $1,913-99.9% | $3,324-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $6,113 | $2,969+105.9% | $4,614+32.5% | $3,952+54.7% |
| Admin fee / account holder | $233 | $5,282-95.6% | $7,493-96.9% | $6,260-96.3% |