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 4-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 | $2,736 | $95,416-97.1% | $185,823-98.5% | $85,850-96.8% |
| Participation rate | 89.7% | 68.8%+20.9pp | 81.7%+8.0pp | 69.3%+20.3pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $109 | $3,314-96.7% | $5,167-97.9% | $2,565-95.8% |
| Participant deferral / active EE | $2,420 | $3,423-29.3% | $5,568-56.5% | $3,952-38.8% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |