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 | $1,173 | $30,400-96.1% | $53,898-97.8% | $84,808-98.6% |
| Participation rate | 72.5% | 46.4%+26.1pp | 55.0%+17.6pp | 68.3%+4.2pp |
| Annual return | 29.05% | 500.19%-471.1pp | 528.60%-499.5pp | 40.90%-11.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $703 | $1,199-41.4% | $1,826-61.5% | $4,212-83.3% |
| Admin fee / account holder | $92 | $1,993-95.4% | $2,491-96.3% | $7,344-98.7% |