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 3-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 | $707 | $27,641-97.4% | $61,373-98.8% | $68,494-99.0% |
| Participation rate | 97.1% | 39.5%+57.7pp | 52.6%+44.6pp | 67.9%+29.3pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $942 | $1,263-25.4% | $2,125-55.7% | $4,027-76.6% |
| Admin fee / account holder | $3 | $2,010-99.8% | $2,130-99.9% | $5,403-99.9% |