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 8-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 | $11,420 | $59,107-80.7% | $86,436-86.8% | $68,494-83.3% |
| Participation rate | 86.8% | 75.2%+11.6pp | 80.3%+6.5pp | 67.9%+19.0pp |
| Annual return | -15.82% | -0.23%-15.6pp | 4394.89%-4410.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,710 | $5,901-37.1% | $6,952-46.6% | $4,027-7.9% |
| Admin fee / account holder | $142 | $5,637-97.5% | $6,731-97.9% | $5,403-97.4% |