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 8-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 | $2,185 | $45,073-95.2% | $69,455-96.9% | $72,985-97.0% |
| Participation rate | 78.1% | 68.5%+9.6pp | 74.6%+3.5pp | 69.5%+8.6pp |
| Annual return | 0.00% | 22.65%-22.6pp | 28.97%-29.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $299 | $2,054-85.4% | $2,779-89.2% | $2,440-87.7% |
| Participant deferral / active EE | $1,360 | $2,602-47.7% | $3,535-61.5% | $3,607-62.3% |
| Admin fee / account holder | $17 | $3,056-99.5% | $3,839-99.6% | $5,124-99.7% |