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 | $1,022 | $149,040-99.3% | $120,225-99.1% | $137,256-99.3% |
| Participation rate | 70.8% | 75.4%-4.6pp | 69.6%+1.3pp | 80.0%-9.1pp |
| Annual return | 25.30% | 605.68%-580.4pp | 439.23%-413.9pp | 220.34%-195.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $840 | $4,655-82.0% | $3,999-79.0% | $6,407-86.9% |
| Admin fee / account holder | $14 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |