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 | $4,565 | $74,879,922-100.0% | $40,145,923-100.0% | $273,961-98.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 13.69% | 2.55%+11.1pp | 5.24%+8.5pp | 41.45%-27.8pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $366 | $2,962-87.7% | $2,591-85.9% | $5,287-93.1% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,132-100.0% |