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 9-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 | $6,447 | $64,348-90.0% | $90,160-92.8% | $70,131-90.8% |
| Participation rate | 86.7% | 70.4%+16.3pp | 76.9%+9.9pp | 69.5%+17.2pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.88%-34.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,786 | $4,389+31.8% | $5,288+9.4% | $3,332+73.7% |
| Admin fee / account holder | $7 | $3,944-99.8% | $5,943-99.9% | $4,645-99.9% |