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 | $3,303 | $133,958-97.5% | $112,228-97.1% | $134,475-97.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $447 | $4,038-88.9% | $3,635-87.7% | $4,740-90.6% |
| Participant deferral / active EE | $2,519 | $5,291-52.4% | $4,728-46.7% | $6,400-60.6% |
| Admin fee / account holder | $239 | $7,489-96.8% | $6,410-96.3% | $11,426-97.9% |