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 | $4,041 | $96,557-95.8% | $80,975-95.0% | $273,961-98.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.10%-17.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $469 | $4,868-90.4% | $3,714-87.4% | $4,869-90.4% |
| Participant deferral / active EE | $3,515 | $6,598-46.7% | $5,696-38.3% | $5,287-33.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |