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 | $7,329 | $46,297-84.2% | $71,671-89.8% | $62,292-88.2% |
| Participation rate | 93.1% | 60.6%+32.4pp | 68.7%+24.3pp | 69.5%+23.5pp |
| Annual return | 0.00% | 22.32%-22.3pp | 20.65%-20.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,622 | $2,235+62.1% | $3,438+5.4% | $3,169+14.3% |
| Admin fee / account holder | $3 | $461-99.3% | $5,558-99.9% | $479-99.3% |