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 | $535 | $30,400-98.2% | $53,898-99.0% | $84,808-99.4% |
| Participation rate | 70.5% | 46.4%+24.0pp | 55.0%+15.5pp | 68.3%+2.1pp |
| Annual return | 48.48% | 500.19%-451.7pp | 528.60%-480.1pp | 40.90%+7.6pp |
| Employer contribution / active EE | $19 | $603-96.9% | $932-98.0% | $2,631-99.3% |
| Participant deferral / active EE | $328 | $1,199-72.6% | $1,826-82.0% | $4,212-92.2% |
| Admin fee / account holder | $1 | $1,993-99.9% | $2,491-100.0% | $7,344-100.0% |