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 8-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 | $1,029 | $49,177-97.9% | $79,464-98.7% | $64,186-98.4% |
| Participation rate | 95.8% | 65.0%+30.8pp | 73.3%+22.5pp | 69.6%+26.3pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,074 | $2,821-61.9% | $3,704-71.0% | $3,470-69.0% |
| Admin fee / account holder | $2 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |