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 | $6,564 | $96,965-93.2% | $97,995-93.3% | $147,584-95.6% |
| Participation rate | 85.7% | 83.6%+2.1pp | 82.4%+3.3pp | 82.8%+2.9pp |
| Annual return | 0.00% | 24.11%-24.1pp | 23.94%-23.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $990 | $4,536-78.2% | $4,158-76.2% | $4,876-79.7% |
| Participant deferral / active EE | $4,539 | $5,081-10.7% | $5,097-10.9% | $5,439-16.5% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |