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 | $692 | $123,909-99.4% | $69,647-99.0% | $145,922-99.5% |
| Participation rate | 80.0% | 69.2%+10.8pp | 66.5%+13.5pp | 80.3%-0.3pp |
| Annual return | 28.87% | 190.55%-161.7pp | 100.48%-71.6pp | 561.29%-532.4pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $673 | $4,236-84.1% | $2,886-76.7% | $6,688-89.9% |
| Admin fee / account holder | $201 | $7,863-97.4% | $4,713-95.7% | $13,397-98.5% |