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 | $5,176 | $531,693-99.0% | $31,867-83.8% | $531,693-99.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 50.0%+50.0pp | 85.7%+14.3pp |
| Annual return | -4.16% | -13.27%+9.1pp | -12.40%+8.2pp | -13.27%+9.1pp |
| Employer contribution / active EE | $2,504 | $26,843-90.7% | $6,243-59.9% | $26,843-90.7% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $106-100.0% | $7,797-100.0% |
| Admin fee / account holder | $0 | $75,116-100.0% | $308-100.0% | $75,116-100.0% |