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 9-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 | $7,148 | $95,971-92.6% | $74,550-90.4% | $135,375-94.7% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -8.41% | 56.96%-65.4pp | 32.53%-40.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $236 | $2,716-91.3% | $1,961-88.0% | $4,779-95.1% |
| Participant deferral / active EE | $3,144 | $3,843-18.2% | $3,108+1.2% | $5,609-43.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |