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 9-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 | $1,466 | $45,035-96.7% | $62,995-97.7% | $70,131-97.9% |
| Participation rate | 76.0% | 69.5%+6.5pp | 74.8%+1.2pp | 69.5%+6.5pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $254 | $2,051-87.6% | $2,759-90.8% | $2,342-89.1% |
| Participant deferral / active EE | $843 | $2,465-65.8% | $3,329-74.7% | $3,332-74.7% |
| Admin fee / account holder | $12 | $2,834-99.6% | $3,600-99.7% | $4,645-99.7% |