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 6-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 | $1,698 | $115,770-98.5% | $101,248-98.3% | $158,922-98.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $291 | $4,175-93.0% | $3,660-92.1% | $4,761-93.9% |
| Participant deferral / active EE | $1,607 | $4,957-67.6% | $4,370-63.2% | $5,982-73.1% |
| Admin fee / account holder | $165 | $7,245-97.7% | $5,945-97.2% | $11,246-98.5% |