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 | $5,726 | $168,632-96.6% | $147,614-96.1% | $125,391-95.4% |
| Participation rate | 70.6% | 88.8%-18.2pp | 84.6%-14.0pp | 83.2%-12.6pp |
| Annual return | -2.75% | 77.65%-80.4pp | 61.98%-64.7pp | 282.22%-285.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,396 | $5,507-56.5% | $4,895-51.1% | $5,352-55.2% |
| Admin fee / account holder | $290 | $13,580-97.9% | $11,611-97.5% | $9,540-97.0% |