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 | $2,414 | $106,515-97.7% | $96,683-97.5% | $139,434-98.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $793 | $4,103-80.7% | $3,737-78.8% | $4,751-83.3% |
| Participant deferral / active EE | $1,490 | $5,454-72.7% | $4,878-69.5% | $6,710-77.8% |
| Admin fee / account holder | $21 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |