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 6-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 | $2,277 | $106,543-97.9% | $91,220-97.5% | $134,475-98.3% |
| Participation rate | 90.9% | 76.8%+14.1pp | 73.2%+17.7pp | 81.2%+9.7pp |
| Annual return | -5.99% | 160.60%-166.6pp | 114.01%-120.0pp | 417.96%-423.9pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,592 | $4,719-45.1% | $4,234-38.8% | $6,400-59.5% |
| Admin fee / account holder | $105 | $6,231-98.3% | $5,420-98.1% | $11,426-99.1% |