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 5-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 | $6,768 | $69,515-90.3% | $86,874-92.2% | $85,850-92.1% |
| Participation rate | 80.8% | 66.3%+14.4pp | 71.6%+9.1pp | 69.3%+11.5pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.52%-63.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,469 | $2,919+87.4% | $3,699+47.9% | $3,952+38.4% |
| Admin fee / account holder | $4 | $5,972-99.9% | $5,828-99.9% | $6,260-99.9% |