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 4-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 | $8,277 | $124,185-93.3% | $108,410-92.4% | $167,490-95.1% |
| Participation rate | 70.0% | 82.3%-12.3pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $26 | $4,187-99.4% | $3,558-99.3% | $4,837-99.5% |
| Participant deferral / active EE | $2,608 | $6,908-62.2% | $6,563-60.3% | $6,341-58.9% |
| Admin fee / account holder | $54 | $9,455-99.4% | $7,295-99.3% | $12,309-99.6% |