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 7-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 | $3,064 | $58,655-94.8% | $91,989-96.7% | $65,185-95.3% |
| Participation rate | 90.0% | 75.3%+14.7pp | 78.6%+11.4pp | 70.2%+19.8pp |
| Annual return | 0.00% | 33.92%-33.9pp | 69.02%-69.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,609 | $5,474-52.3% | $5,923-56.0% | $3,514-25.8% |
| Admin fee / account holder | $20 | $434-95.5% | $7,743-99.7% | $847-97.7% |