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 | $6,765 | $107,791-93.7% | $90,645-92.5% | $135,375-95.0% |
| Participation rate | 88.2% | 78.0%+10.2pp | 74.0%+14.2pp | 82.6%+5.6pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,967 | $3,872+79.9% | $3,425+103.4% | $5,609+24.2% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |