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 | $1,272 | $38,365-96.7% | $84,611-98.5% | $65,185-98.0% |
| Participation rate | 73.7% | 55.7%+18.0pp | 68.2%+5.5pp | 70.2%+3.5pp |
| Annual return | 0.00% | 32.00%-32.0pp | 258.74%-258.7pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $782 | $2,278-65.7% | $3,899-79.9% | $3,514-77.7% |
| Admin fee / account holder | $3 | $451-99.4% | $4,912-99.9% | $847-99.7% |