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 9-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 | $2,515 | $75,963-96.7% | $97,995-97.4% | $70,131-96.4% |
| Participation rate | 78.3% | 77.0%+1.4pp | 82.4%-4.1pp | 69.5%+8.8pp |
| Annual return | 0.00% | 19.26%-19.3pp | 23.94%-23.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $86 | $3,278-97.4% | $4,158-97.9% | $2,342-96.3% |
| Participant deferral / active EE | $1,881 | $4,053-53.6% | $5,097-63.1% | $3,332-43.5% |
| Admin fee / account holder | $0 | $5,407-100.0% | $5,943-100.0% | $4,645-100.0% |