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 | $2,213 | $96,484-97.7% | $75,886-97.1% | $152,861-98.6% |
| Participation rate | 70.8% | 76.2%-5.4pp | 69.3%+1.6pp | 82.4%-11.6pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $342 | $3,309-89.7% | $2,500-86.3% | $4,762-92.8% |
| Participant deferral / active EE | $1,125 | $4,553-75.3% | $3,603-68.8% | $5,850-80.8% |
| Admin fee / account holder | $7 | $8,078-99.9% | $5,418-99.9% | $11,596-99.9% |