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 6-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 | $5,027 | $755,339-99.3% | $379,746-98.7% | $158,922-96.8% |
| Participation rate | 75.0% | 81.8%-6.8pp | 78.4%-3.4pp | 82.0%-7.0pp |
| Annual return | 0.00% | 53.41%-53.4pp | 34.90%-34.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,535 | $7,938-55.5% | $6,024-41.3% | $5,982-40.9% |
| Admin fee / account holder | $30 | $14,482-99.8% | $7,927-99.6% | $11,246-99.7% |