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 | $2,038 | $110,094-98.1% | $151,611-98.7% | $68,494-97.0% |
| Participation rate | 93.2% | 84.0%+9.2pp | 87.5%+5.7pp | 67.9%+25.3pp |
| Annual return | -4.05% | -10.12%+6.1pp | 3.33%-7.4pp | -7.84%+3.8pp |
| Employer contribution / active EE | $181 | $4,471-96.0% | $6,166-97.1% | $2,596-93.0% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $35 | $7,719-99.5% | $11,616-99.7% | $5,403-99.4% |