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 | $9,261 | $118,680-92.2% | $98,907-90.6% | $158,922-94.2% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | 0.00% | 372.35%-372.4pp | 196.43%-196.4pp | 302.83%-302.8pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,793 | $5,088-45.1% | $4,244-34.2% | $5,982-53.3% |
| Admin fee / account holder | $29 | $10,131-99.7% | $6,642-99.6% | $11,246-99.7% |