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 4-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 | $671 | $81,625-99.2% | $58,482-98.9% | $139,434-99.5% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 52.50% | 7404.20%-7351.7pp | 4239.32%-4186.8pp | 372.94%-320.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $710 | $2,557-72.2% | $1,924-63.1% | $6,710-89.4% |
| Admin fee / account holder | $7 | $3,265-99.8% | $2,516-99.7% | $11,403-99.9% |