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 | $1,560 | $146,867-98.9% | $117,039-98.7% | - |
| Participation rate | 79.8% | 71.8%+8.0pp | 77.2%+2.6pp | - |
| Annual return | 0.00% | 5.28%-5.3pp | 18.95%-18.9pp | - |
| Employer contribution / active EE | $1,323 | $1,814-27.1% | $3,785-65.0% | - |
| Participant deferral / active EE | $0 | $3,165-100.0% | $3,929-100.0% | - |
| Admin fee / account holder | $0 | $9,846-100.0% | $5,974-100.0% | - |