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 | $1,288 | $149,040-99.1% | $120,225-98.9% | $137,256-99.1% |
| Participation rate | 90.0% | 75.4%+14.6pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 21.51% | 605.68%-584.2pp | 439.23%-417.7pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $406 | $4,655-91.3% | $3,999-89.8% | $6,407-93.7% |
| Admin fee / account holder | $133 | $6,348-97.9% | $5,696-97.7% | $12,270-98.9% |