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 9-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 | $3,079 | $96,965-96.8% | $97,995-96.9% | $147,584-97.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 0.00% | 24.11%-24.1pp | 23.94%-23.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $649 | $4,536-85.7% | $4,158-84.4% | $4,876-86.7% |
| Participant deferral / active EE | $2,293 | $5,081-54.9% | $5,097-55.0% | $5,439-57.8% |
| Admin fee / account holder | $7 | $8,120-99.9% | $5,943-99.9% | $10,885-99.9% |