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 | $14,442 | $129,942-88.9% | $104,294-86.2% | $134,475-89.3% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -2.00% | 42.03%-44.0pp | 24.61%-26.6pp | 417.96%-420.0pp |
| Employer contribution / active EE | $698 | $4,184-83.3% | $3,372-79.3% | $4,740-85.3% |
| Participant deferral / active EE | $1,394 | $5,588-75.1% | $4,625-69.9% | $6,400-78.2% |
| Admin fee / account holder | $50 | $9,323-99.5% | $7,339-99.3% | $11,426-99.6% |