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 7-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 | $12,482 | $95,971-87.0% | $74,550-83.3% | $135,375-90.8% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -8.74% | 56.96%-65.7pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $240 | $2,716-91.2% | $1,961-87.7% | $4,779-95.0% |
| Participant deferral / active EE | $6,159 | $3,843+60.2% | $3,108+98.2% | $5,609+9.8% |
| Admin fee / account holder | $50 | $6,522-99.2% | $5,060-99.0% | $10,827-99.5% |