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 | $3,204 | $99,341-96.8% | $84,750-96.2% | $273,961-98.8% |
| Participation rate | 81.0% | 80.7%+0.3pp | 76.6%+4.4pp | 83.0%-2.1pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $298 | $4,214-92.9% | $3,574-91.7% | $4,869-93.9% |
| Participant deferral / active EE | $2,220 | $4,269-48.0% | $3,712-40.2% | $5,287-58.0% |
| Admin fee / account holder | $5 | $6,644-99.9% | $5,332-99.9% | $10,132-99.9% |