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 | $860 | $57,281-98.5% | $86,612-99.0% | $75,163-98.9% |
| Participation rate | 83.3% | 63.2%+20.1pp | 71.7%+11.6pp | 67.2%+16.1pp |
| Annual return | 114.73% | 2670.75%-2556.0pp | 591.07%-476.3pp | 160.62%-45.9pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $939 | $3,318-71.7% | $4,438-78.8% | $4,125-77.2% |
| Admin fee / account holder | $157 | $4,112-96.2% | $5,614-97.2% | $5,651-97.2% |