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 | $15,888 | $167,307-90.5% | $143,757-88.9% | $134,475-88.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.50% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $35 | $5,619-99.4% | $4,951-99.3% | $4,740-99.3% |
| Participant deferral / active EE | $4,083 | $6,446-36.7% | $5,637-27.6% | $6,400-36.2% |
| Admin fee / account holder | $50 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |