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 4-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 | $1,361 | $27,915-95.1% | $58,482-97.7% | $75,163-98.2% |
| Participation rate | 77.1% | 38.8%+38.2pp | 50.9%+26.2pp | 67.2%+9.9pp |
| Annual return | 36.55% | 44.20%-7.7pp | 4239.32%-4202.8pp | 160.62%-124.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,468 | $1,201+22.2% | $1,924-23.7% | $4,125-64.4% |
| Admin fee / account holder | $170 | $1,726-90.2% | $2,516-93.3% | $5,651-97.0% |