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 6-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 | $6,257 | $69,010-90.9% | $159,960-96.1% | $68,494-90.9% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 67.9%+7.1pp |
| Annual return | -18.26% | -9.65%-8.6pp | 408.60%-426.9pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,590 | $4,212-38.5% | $6,182-58.1% | $4,027-35.7% |
| Admin fee / account holder | $88 | $4,798-98.2% | $8,698-99.0% | $5,403-98.4% |