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 8-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 | $2,285 | $76,000-97.0% | $154,107-98.5% | $64,186-96.4% |
| Participation rate | 83.3% | 70.4%+12.9pp | 83.0%+0.3pp | 69.6%+13.8pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $255 | $3,351-92.4% | $5,298-95.2% | $2,381-89.3% |
| Participant deferral / active EE | $995 | $3,175-68.7% | $5,081-80.4% | $3,470-71.3% |
| Admin fee / account holder | $62 | $5,596-98.9% | $13,411-99.5% | $4,888-98.7% |