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 8-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 | $3,787 | $57,354-93.4% | $83,848-95.5% | $64,186-94.1% |
| Participation rate | 72.2% | 68.6%+3.6pp | 76.1%-3.9pp | 69.6%+2.7pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $368 | $2,545-85.5% | $3,631-89.9% | $2,381-84.6% |
| Participant deferral / active EE | $2,394 | $2,993-20.0% | $4,082-41.3% | $3,470-31.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |