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 | $2,068 | $56,897-96.4% | $84,750-97.6% | $62,891-96.7% |
| Participation rate | 92.6% | 68.5%+24.1pp | 76.6%+16.0pp | 69.3%+23.3pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $340 | $2,400-85.9% | $3,574-90.5% | $2,281-85.1% |
| Participant deferral / active EE | $1,573 | $2,709-41.9% | $3,712-57.6% | $3,203-50.9% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |