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 9-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 | $5,689 | $39,122-85.5% | $57,179-90.1% | $62,891-91.0% |
| Participation rate | 72.0% | 70.5%+1.5pp | 75.3%-3.3pp | 69.3%+2.7pp |
| Annual return | 0.00% | 9.23%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $212 | $1,874-88.7% | $2,682-92.1% | $2,281-90.7% |
| Participant deferral / active EE | $1,321 | $2,374-44.4% | $3,096-57.3% | $3,203-58.8% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |