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 | $5,414 | $95,862-94.4% | $79,550-93.2% | $134,475-96.0% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -20.09% | -2.69%-17.4pp | 0.16%-20.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $353 | $3,128-88.7% | $2,413-85.4% | $4,740-92.6% |
| Participant deferral / active EE | $1,410 | $4,693-70.0% | $3,985-64.6% | $6,400-78.0% |
| Admin fee / account holder | $20 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |