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 | $4,222 | $73,004-94.2% | $90,749-95.3% | $68,494-93.8% |
| Participation rate | 88.9% | 70.8%+18.1pp | 75.7%+13.2pp | 67.9%+21.0pp |
| Annual return | 0.17% | -13.81%+14.0pp | -12.16%+12.3pp | -7.84%+8.0pp |
| Employer contribution / active EE | $93 | $2,193-95.8% | $2,921-96.8% | $2,596-96.4% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $150 | $5,896-97.5% | $8,445-98.2% | $5,403-97.2% |