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 5-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 | $5,382 | $176,056-96.9% | $159,436-96.6% | $167,490-96.8% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $836 | $5,297-84.2% | $4,829-82.7% | $4,837-82.7% |
| Participant deferral / active EE | $3,115 | $7,750-59.8% | $7,352-57.6% | $6,341-50.9% |
| Admin fee / account holder | $6 | $12,554-100.0% | $10,799-99.9% | $12,309-100.0% |