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 10-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 | $7,054 | $127,386-94.5% | $115,037-93.9% | $125,391-94.4% |
| Participation rate | 76.2% | 84.2%-8.0pp | 81.4%-5.2pp | 83.2%-7.0pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $452 | $5,166-91.2% | $4,608-90.2% | $4,866-90.7% |
| Participant deferral / active EE | $4,022 | $6,423-37.4% | $6,026-33.3% | $5,352-24.9% |
| Admin fee / account holder | $6 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |