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 | $3,036 | $94,529-96.8% | $140,016-97.8% | $64,186-95.3% |
| Participation rate | 86.1% | 84.1%+2.0pp | 87.5%-1.4pp | 69.6%+16.5pp |
| Annual return | 0.67% | 7.77%-7.1pp | 651.12%-650.5pp | 7.63%-7.0pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,443 | $5,250-53.5% | $6,927-64.7% | $3,470-29.6% |
| Admin fee / account holder | $122 | $6,741-98.2% | $10,705-98.9% | $4,888-97.5% |