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 | $4,793 | $110,094-95.6% | $151,611-96.8% | $68,494-93.0% |
| Participation rate | 96.9% | 84.0%+13.0pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.33%-3.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,120 | $4,471-74.9% | $6,166-81.8% | $2,596-56.8% |
| Participant deferral / active EE | $3,919 | $6,527-40.0% | $8,363-53.1% | $4,027-2.7% |
| Admin fee / account holder | $83 | $7,719-98.9% | $11,616-99.3% | $5,403-98.5% |