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 | $5,343 | $91,538-94.2% | $129,995-95.9% | $75,163-92.9% |
| Participation rate | 81.4% | 71.4%+10.0pp | 78.5%+3.0pp | 67.2%+14.3pp |
| Annual return | 17.34% | -631.11%+648.5pp | -137.18%+154.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $465 | $2,845-83.7% | $4,320-89.2% | $2,670-82.6% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $41 | $6,790-99.4% | $10,614-99.6% | $5,651-99.3% |