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 | $707 | $43,075-98.4% | $74,583-99.1% | $62,891-98.9% |
| Participation rate | 73.6% | 58.1%+15.5pp | 68.1%+5.5pp | 69.3%+4.3pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $881 | $2,389-63.1% | $3,458-74.5% | $3,203-72.5% |
| Admin fee / account holder | $87 | $2,840-97.0% | $4,138-97.9% | $4,296-98.0% |