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 6-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 | $4,031 | $107,334-96.2% | $92,893-95.7% | $152,861-97.4% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $574 | $4,221-86.4% | $3,653-84.3% | $4,762-88.0% |
| Participant deferral / active EE | $2,848 | $4,845-41.2% | $4,236-32.8% | $5,850-51.3% |
| Admin fee / account holder | $25 | $7,079-99.6% | $5,794-99.6% | $11,596-99.8% |