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 | $6,042 | $57,354-89.5% | $83,848-92.8% | $64,186-90.6% |
| Participation rate | 88.0% | 68.6%+19.4pp | 76.1%+11.9pp | 69.6%+18.4pp |
| Annual return | -8.27% | 11.38%-19.7pp | 850.88%-859.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $317 | $2,545-87.5% | $3,631-91.3% | $2,381-86.7% |
| Participant deferral / active EE | $1,573 | $2,993-47.4% | $4,082-61.5% | $3,470-54.7% |
| Admin fee / account holder | $234 | $4,046-94.2% | $5,478-95.7% | $4,888-95.2% |