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 6-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 | $2,966 | $115,882-97.4% | $100,516-97.0% | $158,922-98.1% |
| Participation rate | 93.3% | 81.6%+11.8pp | 79.4%+13.9pp | 82.0%+11.4pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,990 | $6,674-55.2% | $6,270-52.3% | $5,982-50.0% |
| Admin fee / account holder | $40 | $10,995-99.6% | $8,081-99.5% | $11,246-99.6% |