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 | $19,781 | $73,004-72.9% | $90,749-78.2% | $68,494-71.1% |
| Participation rate | 88.1% | 70.8%+17.3pp | 75.7%+12.4pp | 67.9%+20.2pp |
| Annual return | -18.05% | -13.81%-4.2pp | -12.16%-5.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,024 | $3,627-44.2% | $4,564-55.7% | $4,027-49.7% |
| Admin fee / account holder | $234 | $5,896-96.0% | $8,445-97.2% | $5,403-95.7% |