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 10-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 | $3,579 | $167,546-97.9% | $127,144-97.2% | $248,183-98.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 62.9%+37.1pp | 45.9%+54.1pp |
| Annual return | 4.37% | 8.06%-3.7pp | 9.35%-5.0pp | 10.21%-5.8pp |
| Employer contribution / active EE | $842 | $36,021-97.7% | $25,504-96.7% | $42,272-98.0% |
| Participant deferral / active EE | $0 | $1,143-100.0% | $1,066-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,337-100.0% | $2,049-100.0% | $13,518-100.0% |