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 7-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 | $4,272 | $76,000-94.4% | $154,107-97.2% | $64,186-93.3% |
| Participation rate | 80.0% | 70.4%+9.6pp | 83.0%-3.0pp | 69.6%+10.4pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $315 | $3,351-90.6% | $5,298-94.1% | $2,381-86.8% |
| Participant deferral / active EE | $3,753 | $3,175+18.2% | $5,081-26.1% | $3,470+8.2% |
| Admin fee / account holder | $47 | $5,596-99.2% | $13,411-99.6% | $4,888-99.0% |