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 | $346 | $30,400-98.9% | $53,898-99.4% | $84,808-99.6% |
| Participation rate | 78.8% | 46.4%+32.3pp | 55.0%+23.8pp | 68.3%+10.5pp |
| Annual return | 66.72% | 500.19%-433.5pp | 528.60%-461.9pp | 40.90%+25.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $418 | $1,199-65.1% | $1,826-77.1% | $4,212-90.1% |
| Admin fee / account holder | $48 | $1,993-97.6% | $2,491-98.1% | $7,344-99.4% |