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 | $4,617 | $212,470-97.8% | $428,620-98.9% | $254,542-98.2% |
| Participation rate | 90.9% | 52.4%+38.5pp | 46.0%+44.9pp | 47.4%+43.5pp |
| Annual return | 0.00% | 21.43%-21.4pp | 20.73%-20.7pp | 12.16%-12.2pp |
| Employer contribution / active EE | $1,556 | $39,469-96.1% | $36,500-95.7% | $44,746-96.5% |
| Participant deferral / active EE | $2,631 | $80+3208.1% | $77+3302.1% | $170+1444.8% |
| Admin fee / account holder | $76 | $5,476-98.6% | $7,495-99.0% | $17,640-99.6% |