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 10-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 | $15,561 | $88,583-82.4% | $88,497-82.4% | $273,961-94.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 5.68%-5.7pp | 7.63%-7.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $894 | $4,502-80.1% | $4,036-77.8% | $4,869-81.6% |
| Participant deferral / active EE | $14,667 | $4,891+199.8% | $4,899+199.4% | $5,287+177.4% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |