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 | $2,843 | $85,790-96.7% | $67,313-95.8% | $135,375-97.9% |
| Participation rate | 93.8% | 76.5%+17.3pp | 69.1%+24.7pp | 82.6%+11.1pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $407 | $3,487-88.3% | $2,566-84.1% | $4,779-91.5% |
| Participant deferral / active EE | $2,776 | $4,651-40.3% | $3,568-22.2% | $5,609-50.5% |
| Admin fee / account holder | $17 | $6,392-99.7% | $4,507-99.6% | $10,827-99.8% |