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 | $8,225 | $95,416-91.4% | $185,823-95.6% | $85,850-90.4% |
| Participation rate | 82.2% | 68.8%+13.5pp | 81.7%+0.5pp | 69.3%+12.9pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $332 | $3,314-90.0% | $5,167-93.6% | $2,565-87.1% |
| Participant deferral / active EE | $1,067 | $3,423-68.8% | $5,568-80.8% | $3,952-73.0% |
| Admin fee / account holder | $206 | $7,213-97.1% | $16,237-98.7% | $6,260-96.7% |