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 | $1,884 | $55,415-96.6% | $155,509-98.8% | $74,495-97.5% |
| Participation rate | 83.2% | 61.9%+21.3pp | 78.2%+5.0pp | 67.2%+16.0pp |
| Annual return | 56.27% | 268.50%-212.2pp | 64.67%-8.4pp | 1364.94%-1308.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $825 | $2,836-70.9% | $5,626-85.3% | $4,346-81.0% |
| Admin fee / account holder | $123 | $1,738-92.9% | $15,912-99.2% | $1,942-93.7% |