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 | $8,726 | $102,604-91.5% | $86,188-89.9% | $139,434-93.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 74.00% | 1922.51%-1848.5pp | 1168.45%-1094.4pp | 372.94%-298.9pp |
| Employer contribution / active EE | $181 | $3,032-94.0% | $2,380-92.4% | $4,751-96.2% |
| Participant deferral / active EE | $5,973 | $4,676+27.7% | $3,985+49.9% | $6,710-11.0% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |