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 3-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 | $17,847 | $185,822-90.4% | $169,993-89.5% | $139,434-87.2% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $507 | $7,590-93.3% | $6,785-92.5% | $4,751-89.3% |
| Participant deferral / active EE | $4,483 | $11,622-61.4% | $10,408-56.9% | $6,710-33.2% |
| Admin fee / account holder | $6 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |