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 5-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 | $4,039 | $96,305-95.8% | $80,569-95.0% | $139,434-97.1% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 28.36% | 1350.08%-1321.7pp | 935.43%-907.1pp | 372.94%-344.6pp |
| Employer contribution / active EE | $327 | $3,262-90.0% | $2,723-88.0% | $4,751-93.1% |
| Participant deferral / active EE | $1,894 | $5,232-63.8% | $4,447-57.4% | $6,710-71.8% |
| Admin fee / account holder | $49 | $6,599-99.3% | $5,377-99.1% | $11,403-99.6% |