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 7-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 | $3,457 | $73,867-95.3% | $143,757-97.6% | $68,494-95.0% |
| Participation rate | 98.5% | 66.7%+31.8pp | 80.3%+18.2pp | 67.9%+30.6pp |
| Annual return | -19.17% | 1.01%-20.2pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $329 | $3,184-89.7% | $4,951-93.4% | $2,596-87.3% |
| Participant deferral / active EE | $1,151 | $3,384-66.0% | $5,637-79.6% | $4,027-71.4% |
| Admin fee / account holder | $199 | $5,755-96.5% | $14,673-98.6% | $5,403-96.3% |