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 7-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 | $1,983 | $106,890-98.1% | $84,015-97.6% | $152,861-98.7% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $236 | $2,734-91.4% | $1,983-88.1% | $4,762-95.0% |
| Participant deferral / active EE | $1,360 | $4,011-66.1% | $3,239-58.0% | $5,850-76.8% |
| Admin fee / account holder | $104 | $8,285-98.7% | $6,101-98.3% | $11,596-99.1% |