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 | $794 | $51,175-98.4% | $70,515-98.9% | $75,163-98.9% |
| Participation rate | 74.4% | 60.9%+13.4pp | 68.3%+6.0pp | 67.2%+7.2pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $178 | $1,826-90.2% | $2,973-94.0% | $2,670-93.3% |
| Participant deferral / active EE | $1,077 | $2,849-62.2% | $4,567-76.4% | $4,125-73.9% |
| Admin fee / account holder | $38 | $4,091-99.1% | $6,412-99.4% | $5,651-99.3% |