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 | $4,754 | $49,138-90.3% | $84,015-94.3% | $65,185-92.7% |
| Participation rate | 83.3% | 60.7%+22.6pp | 69.0%+14.3pp | 70.2%+13.1pp |
| Annual return | 0.00% | 23.00%-23.0pp | 71.31%-71.3pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,556 | $2,397-35.1% | $3,239-52.0% | $3,514-55.7% |
| Admin fee / account holder | $20 | $543-96.3% | $6,101-99.7% | $847-97.7% |