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 | $3,018 | $63,355-95.2% | $91,989-96.7% | $72,985-95.9% |
| Participation rate | 79.6% | 72.5%+7.1pp | 78.6%+1.0pp | 69.5%+10.1pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,282 | $4,883-53.3% | $5,923-61.5% | $3,607-36.7% |
| Admin fee / account holder | $32 | $4,668-99.3% | $7,743-99.6% | $5,124-99.4% |