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 | $2,663 | $75,935-96.5% | $60,547-95.6% | $125,391-97.9% |
| Participation rate | 84.6% | 76.5%+8.1pp | 68.0%+16.7pp | 83.2%+1.4pp |
| Annual return | -3.57% | -5.38%+1.8pp | 335.64%-339.2pp | 282.22%-285.8pp |
| Employer contribution / active EE | $396 | $3,438-88.5% | $2,419-83.6% | $4,866-91.9% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $24 | $6,768-99.6% | $4,536-99.5% | $9,540-99.7% |