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 | $8,214 | $105,630-92.2% | $87,507-90.6% | $273,961-97.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 1.70% | 12.25%-10.6pp | 12.21%-10.5pp | 41.45%-39.8pp |
| Employer contribution / active EE | $57 | $3,141-98.2% | $2,550-97.8% | $4,869-98.8% |
| Participant deferral / active EE | $840 | $3,601-76.7% | $3,149-73.3% | $5,287-84.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |