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 | $752 | $158,398-99.5% | $126,539-99.4% | $142,382-99.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 26.92% | 593.76%-566.8pp | 425.95%-399.0pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $584 | $4,767-87.7% | $4,083-85.7% | $6,507-91.0% |
| Admin fee / account holder | $11 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |