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 5-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 | $14,385 | $105,181-86.3% | $159,436-91.0% | $85,850-83.2% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.8%+1.6pp | 69.3%+15.1pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,548 | $5,945+43.8% | $7,352+16.3% | $3,952+116.3% |
| Admin fee / account holder | $18 | $6,933-99.7% | $10,799-99.8% | $6,260-99.7% |