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 | $3,172 | $105,859-97.0% | $90,160-96.5% | $147,584-97.9% |
| Participation rate | 82.4% | 79.7%+2.6pp | 76.9%+5.5pp | 82.8%-0.5pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $359 | $4,126-91.3% | $3,318-89.2% | $4,876-92.6% |
| Participant deferral / active EE | $2,457 | $5,733-57.1% | $5,288-53.5% | $5,439-54.8% |
| Admin fee / account holder | $3 | $8,046-100.0% | $5,943-99.9% | $10,885-100.0% |