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 | $18,064 | $62,124-70.9% | $219,333-91.8% | $50,876-64.5% |
| Participation rate | 100.0% | 40.7%+59.3pp | 42.3%+57.7pp | 15.7%+84.3pp |
| Annual return | -1.80% | -1.80%0pp | -2.00%+0.2pp | -7.14%+5.3pp |
| Employer contribution / active EE | $541 | $14,777-96.3% | $34,470-98.4% | $14,613-96.3% |
| Participant deferral / active EE | $926 | $11+8452.8% | $34+2631.1% | $60+1438.8% |
| Admin fee / account holder | -$26 | $1,779-101.5% | $5,362-100.5% | $1,191-102.2% |