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 | $2,265 | $77,634-97.1% | $156,549-98.6% | $62,891-96.4% |
| Participation rate | 75.8% | 71.2%+4.6pp | 84.0%-8.3pp | 69.3%+6.5pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $260 | $3,444-92.5% | $5,501-95.3% | $2,281-88.6% |
| Participant deferral / active EE | $1,902 | $3,045-37.6% | $4,871-61.0% | $3,203-40.6% |
| Admin fee / account holder | $262 | $5,561-95.3% | $13,027-98.0% | $4,296-93.9% |