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 3-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 | $6,522 | $46,674-86.0% | $117,472-94.4% | $68,494-90.5% |
| Participation rate | 91.7% | 56.8%+34.9pp | 70.6%+21.1pp | 67.9%+23.8pp |
| Annual return | -2.97% | -14.52%+11.6pp | 29.74%-32.7pp | -7.84%+4.9pp |
| Employer contribution / active EE | $185 | $1,505-87.7% | $4,176-95.6% | $2,596-92.9% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $41 | $4,020-99.0% | $5,645-99.3% | $5,403-99.2% |