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 3-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 | $3,227 | $102,604-96.9% | $86,188-96.3% | $139,434-97.7% |
| Participation rate | 90.5% | 74.5%+16.0pp | 69.0%+21.5pp | 80.3%+10.2pp |
| Annual return | 0.00% | 1922.51%-1922.5pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $430 | $3,032-85.8% | $2,380-81.9% | $4,751-90.9% |
| Participant deferral / active EE | $2,712 | $4,676-42.0% | $3,985-32.0% | $6,710-59.6% |
| Admin fee / account holder | $41 | $8,657-99.5% | $6,852-99.4% | $11,403-99.6% |