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 | $5,932 | $124,319-95.2% | $111,297-94.7% | $167,490-96.5% |
| Participation rate | 70.6% | 79.6%-9.0pp | 77.3%-6.7pp | 82.1%-11.5pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $484 | $3,435-85.9% | $2,731-82.3% | $4,837-90.0% |
| Participant deferral / active EE | $3,326 | $5,180-35.8% | $4,487-25.9% | $6,341-47.5% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |