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 | $7,536 | $97,757-92.3% | $83,848-91.0% | $135,375-94.4% |
| Participation rate | 85.0% | 80.0%+5.0pp | 76.1%+8.9pp | 82.6%+2.4pp |
| Annual return | -8.08% | 1287.37%-1295.4pp | 850.88%-859.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $646 | $4,222-84.7% | $3,631-82.2% | $4,779-86.5% |
| Participant deferral / active EE | $1,487 | $4,682-68.2% | $4,082-63.6% | $5,609-73.5% |
| Admin fee / account holder | $39 | $6,674-99.4% | $5,478-99.3% | $10,827-99.6% |