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 | $8,496 | $114,047-92.6% | $96,139-91.2% | $167,490-94.9% |
| Participation rate | 77.3% | 75.1%+2.2pp | 68.4%+8.8pp | 82.1%-4.8pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,424 | $5,194+4.4% | $4,349+24.7% | $6,341-14.5% |
| Admin fee / account holder | $4 | $6,897-99.9% | $5,537-99.9% | $12,309-100.0% |