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 5-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 | $5,441 | $217,402-97.5% | $185,823-97.1% | $167,490-96.8% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $528 | $5,873-91.0% | $5,167-89.8% | $4,837-89.1% |
| Participant deferral / active EE | $3,781 | $6,356-40.5% | $5,568-32.1% | $6,341-40.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |