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 | $991 | $54,762-98.2% | $90,281-98.9% | $72,985-98.6% |
| Participation rate | 78.6% | 65.1%+13.4pp | 73.3%+5.3pp | 69.5%+9.1pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $866 | $2,887-70.0% | $3,885-77.7% | $3,607-76.0% |
| Admin fee / account holder | $38 | $3,972-99.0% | $5,351-99.3% | $5,124-99.2% |