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 | $3,505 | $88,594-96.0% | $70,092-95.0% | $134,475-97.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.77% | 442.67%-461.4pp | 190.73%-209.5pp | 417.96%-436.7pp |
| Employer contribution / active EE | $55 | $3,233-98.3% | $2,559-97.8% | $4,740-98.8% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $31 | $10,441-99.7% | $6,267-99.5% | $11,426-99.7% |