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 9-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 | $9,425 | $142,344-93.4% | $119,609-92.1% | $134,475-93.0% |
| Participation rate | 81.0% | 82.8%-1.9pp | 79.3%+1.7pp | 81.2%-0.3pp |
| Annual return | 2.07% | -12.44%+14.5pp | -14.97%+17.0pp | 417.96%-415.9pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,209 | $6,469-65.9% | $5,602-60.6% | $6,400-65.5% |
| Admin fee / account holder | $136 | $13,584-99.0% | $10,323-98.7% | $11,426-98.8% |