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 | $847 | $76,738-98.9% | $56,411-98.5% | $145,922-99.4% |
| Participation rate | 94.7% | 63.2%+31.5pp | 52.5%+42.3pp | 80.3%+14.5pp |
| Annual return | 14.96% | 2994.23%-2979.3pp | 1701.33%-1686.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2 | $1,380-99.8% | $1,039-99.8% | $4,660-100.0% |
| Participant deferral / active EE | $399 | $2,623-84.8% | $1,952-79.6% | $6,688-94.0% |
| Admin fee / account holder | $17 | $3,334-99.5% | $2,829-99.4% | $13,397-99.9% |