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 | $1,267 | $30,400-95.8% | $53,898-97.6% | $84,808-98.5% |
| Participation rate | 84.0% | 46.4%+37.6pp | 55.0%+29.0pp | 68.3%+15.7pp |
| Annual return | 22.88% | 500.19%-477.3pp | 528.60%-505.7pp | 40.90%-18.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $343 | $1,199-71.4% | $1,826-81.2% | $4,212-91.9% |
| Admin fee / account holder | $8 | $1,993-99.6% | $2,491-99.7% | $7,344-99.9% |