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 8-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 | $5,247 | $90,590-94.2% | $90,782-94.2% | $135,375-96.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | -3.40%+3.4pp | -3.42%+3.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $440 | $4,352-89.9% | $4,105-89.3% | $4,779-90.8% |
| Participant deferral / active EE | $5,102 | $5,407-5.6% | $5,366-4.9% | $5,609-9.0% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |