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 6-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 | $5,221 | $57,354-90.9% | $83,848-93.8% | $64,186-91.9% |
| Participation rate | 93.2% | 68.6%+24.6pp | 76.1%+17.0pp | 69.6%+23.6pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $467 | $2,545-81.7% | $3,631-87.1% | $2,381-80.4% |
| Participant deferral / active EE | $2,399 | $2,993-19.9% | $4,082-41.2% | $3,470-30.9% |
| Admin fee / account holder | $152 | $4,046-96.2% | $5,478-97.2% | $4,888-96.9% |