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 | $4,238 | $167,307-97.5% | $143,757-97.1% | $134,475-96.8% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $947 | $5,619-83.1% | $4,951-80.9% | $4,740-80.0% |
| Participant deferral / active EE | $2,501 | $6,446-61.2% | $5,637-55.6% | $6,400-60.9% |
| Admin fee / account holder | $1 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |