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 | $7,468 | $202,318-96.3% | $172,739-95.7% | $152,861-95.1% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,040 | $5,856-82.2% | $5,143-79.8% | $4,762-78.2% |
| Participant deferral / active EE | $5,624 | $5,948-5.5% | $5,198+8.2% | $5,850-3.9% |
| Admin fee / account holder | $44 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |