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 | $8,267 | $114,237-92.8% | $119,258-93.1% | $167,490-95.1% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.7%+3.0pp | 82.1%+3.6pp |
| Annual return | 0.00% | 29.87%-29.9pp | 30.69%-30.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,591 | $6,084+24.8% | $6,111+24.2% | $6,341+19.7% |
| Admin fee / account holder | $4 | $8,932-100.0% | $7,226-99.9% | $12,309-100.0% |