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 10-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 | $1,623 | $56,629-97.1% | $77,999-97.9% | $55,167-97.1% |
| Participation rate | 96.2% | 73.3%+22.9pp | 75.5%+20.6pp | 69.0%+27.2pp |
| Annual return | 0.00% | 2866.98%-2867.0pp | 425.96%-426.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,777 | $2,777-36.0% | $3,497-49.2% | $3,054-41.8% |
| Admin fee / account holder | $228 | $467-51.1% | $5,480-95.8% | $504-54.7% |