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 | $554 | $54,705-99.0% | $71,209-99.2% | $84,808-99.3% |
| Participation rate | 97.6% | 64.1%+33.5pp | 73.8%+23.8pp | 68.3%+29.2pp |
| Annual return | 147.82% | 35.90%+111.9pp | 282.51%-134.7pp | 40.90%+106.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $556 | $3,030-81.6% | $4,175-86.7% | $4,212-86.8% |
| Admin fee / account holder | $3 | $4,863-99.9% | $5,349-100.0% | $7,344-100.0% |