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 5-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 | $6,554 | $149,734-95.6% | $118,925-94.5% | $158,922-95.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $729 | $4,115-82.3% | $3,263-77.6% | $4,761-84.7% |
| Participant deferral / active EE | $5,509 | $5,223+5.5% | $4,265+29.2% | $5,982-7.9% |
| Admin fee / account holder | $28 | $8,603-99.7% | $6,581-99.6% | $11,246-99.7% |