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 10-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 | $1,481 | $39,122-96.2% | $57,179-97.4% | $62,891-97.6% |
| Participation rate | 87.2% | 70.5%+16.7pp | 75.3%+11.8pp | 69.3%+17.9pp |
| Annual return | 0.00% | 9.23%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $316 | $1,874-83.2% | $2,682-88.2% | $2,281-86.2% |
| Participant deferral / active EE | $1,124 | $2,374-52.7% | $3,096-63.7% | $3,203-64.9% |
| Admin fee / account holder | $56 | $2,592-97.8% | $3,139-98.2% | $4,296-98.7% |