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 | $3,407 | $180,449-98.1% | $154,107-97.8% | $135,375-97.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $736 | $6,035-87.8% | $5,298-86.1% | $4,779-84.6% |
| Participant deferral / active EE | $2,224 | $5,806-61.7% | $5,081-56.2% | $5,609-60.3% |
| Admin fee / account holder | $256 | $16,143-98.4% | $13,411-98.1% | $10,827-97.6% |