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 | $3,225 | $106,515-97.0% | $96,683-96.7% | $139,434-97.7% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $437 | $4,103-89.4% | $3,737-88.3% | $4,751-90.8% |
| Participant deferral / active EE | $2,685 | $5,454-50.8% | $4,878-45.0% | $6,710-60.0% |
| Admin fee / account holder | $146 | $7,877-98.1% | $6,730-97.8% | $11,403-98.7% |