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 | $638 | $30,400-97.9% | $53,898-98.8% | $84,808-99.2% |
| Participation rate | 84.6% | 46.4%+38.2pp | 55.0%+29.7pp | 68.3%+16.3pp |
| Annual return | 73.25% | 500.19%-426.9pp | 528.60%-455.4pp | 40.90%+32.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $608 | $1,199-49.3% | $1,826-66.7% | $4,212-85.6% |
| Admin fee / account holder | $20 | $1,993-99.0% | $2,491-99.2% | $7,344-99.7% |