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 6-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 | $3,369 | $228,332-98.5% | $185,823-98.2% | $158,922-97.9% |
| Participation rate | 78.6% | 82.3%-3.7pp | 78.0%+0.5pp | 82.0%-3.4pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $456 | $4,967-90.8% | $4,087-88.8% | $4,761-90.4% |
| Participant deferral / active EE | $2,791 | $6,415-56.5% | $5,632-50.5% | $5,982-53.4% |
| Admin fee / account holder | $27 | $11,864-99.8% | $9,500-99.7% | $11,246-99.8% |