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 | $6,228 | $106,543-94.2% | $91,220-93.2% | $134,475-95.4% |
| Participation rate | 88.2% | 76.8%+11.4pp | 73.2%+15.0pp | 81.2%+7.0pp |
| Annual return | -18.00% | 160.60%-178.6pp | 114.01%-132.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,260 | $4,719-73.3% | $4,234-70.2% | $6,400-80.3% |
| Admin fee / account holder | $40 | $6,231-99.4% | $5,420-99.3% | $11,426-99.7% |