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 7-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 | $3,620 | $90,590-96.0% | $90,782-96.0% | $135,375-97.3% |
| Participation rate | 81.3% | 83.7%-2.5pp | 82.7%-1.4pp | 82.6%-1.4pp |
| Annual return | 0.00% | -3.40%+3.4pp | -3.42%+3.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $512 | $4,352-88.2% | $4,105-87.5% | $4,779-89.3% |
| Participant deferral / active EE | $2,655 | $5,407-50.9% | $5,366-50.5% | $5,609-52.7% |
| Admin fee / account holder | $1 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |