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 | $51,638-98.9% | $68,368-99.2% | $82,448-99.3% |
| Participation rate | 97.6% | 63.6%+34.0pp | 73.8%+23.8pp | 68.1%+29.5pp |
| Annual return | 147.82% | 37.53%+110.3pp | 292.57%-144.8pp | 41.64%+106.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $556 | $2,914-80.9% | $4,123-86.5% | $4,139-86.6% |
| Admin fee / account holder | $3 | $4,643-99.9% | $5,150-99.9% | $7,234-100.0% |