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 7-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 | $3,251 | $83,477-96.1% | $125,175-97.4% | $72,985-95.5% |
| Participation rate | 80.6% | 73.3%+7.2pp | 79.8%+0.8pp | 69.5%+11.1pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,799 | $3,585-49.8% | $4,937-63.6% | $3,607-50.1% |
| Admin fee / account holder | $132 | $5,517-97.6% | $9,702-98.6% | $5,124-97.4% |