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 | $10,524 | $99,032-89.4% | $80,019-86.8% | $135,375-92.2% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -8.71% | 15.39%-24.1pp | 11.22%-19.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $340 | $3,043-88.8% | $2,468-86.2% | $4,779-92.9% |
| Participant deferral / active EE | $1,359 | $4,282-68.3% | $3,686-63.1% | $5,609-75.8% |
| Admin fee / account holder | $81 | $10,436-99.2% | $6,521-98.8% | $10,827-99.3% |