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 | $3,291 | $87,540-96.2% | $75,781-95.7% | $125,391-97.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $380 | $3,930-90.3% | $3,323-88.6% | $4,866-92.2% |
| Participant deferral / active EE | $3,310 | $4,229-21.7% | $3,651-9.3% | $5,352-38.1% |
| Admin fee / account holder | $90 | $6,502-98.6% | $5,299-98.3% | $9,540-99.1% |