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 | $3,322 | $68,097-95.1% | $62,929-94.7% | $137,256-97.6% |
| Participation rate | 91.7% | 77.4%+14.2pp | 73.1%+18.6pp | 80.0%+11.7pp |
| Annual return | 22.62% | 1859.11%-1836.5pp | 1063.93%-1041.3pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,618 | $4,553-64.5% | $3,888-58.4% | $6,407-74.7% |
| Admin fee / account holder | $119 | $6,521-98.2% | $5,065-97.7% | $12,270-99.0% |