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 8-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 | $2,310 | $147,167-98.4% | $111,392-97.9% | $135,375-98.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 0.00% | -4.44%+4.4pp | -2.06%+2.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,384 | $6,565-63.7% | $5,567-57.2% | $5,609-57.5% |
| Admin fee / account holder | $15 | $20,270-99.9% | $12,266-99.9% | $10,827-99.9% |