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 | $9,517 | $167,307-94.3% | $143,757-93.4% | $134,475-92.9% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -19.82% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $665 | $5,619-88.2% | $4,951-86.6% | $4,740-86.0% |
| Participant deferral / active EE | $2,606 | $6,446-59.6% | $5,637-53.8% | $6,400-59.3% |
| Admin fee / account holder | $32 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |