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 4-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 | $2,970 | $46,674-93.6% | $117,472-97.5% | $68,494-95.7% |
| Participation rate | 79.6% | 56.8%+22.9pp | 70.6%+9.0pp | 67.9%+11.7pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $270 | $1,505-82.0% | $4,176-93.5% | $2,596-89.6% |
| Participant deferral / active EE | $2,960 | $2,636+12.3% | $4,070-27.3% | $4,027-26.5% |
| Admin fee / account holder | $134 | $4,020-96.7% | $5,645-97.6% | $5,403-97.5% |