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 | $14,782 | $142,344-89.6% | $119,609-87.6% | $134,475-89.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -17.09% | -12.44%-4.6pp | -14.97%-2.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $163 | $5,222-96.9% | $4,232-96.2% | $4,740-96.6% |
| Participant deferral / active EE | $7,573 | $6,469+17.1% | $5,602+35.2% | $6,400+18.3% |
| Admin fee / account holder | $46 | $13,584-99.7% | $10,323-99.6% | $11,426-99.6% |