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 | $965 | $30,400-96.8% | $53,898-98.2% | $84,808-98.9% |
| Participation rate | 96.6% | 46.4%+50.1pp | 55.0%+41.6pp | 68.3%+28.2pp |
| Annual return | 23.28% | 500.19%-476.9pp | 528.60%-505.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $632 | $1,199-47.2% | $1,826-65.4% | $4,212-85.0% |
| Admin fee / account holder | $49 | $1,993-97.6% | $2,491-98.0% | $7,344-99.3% |