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 | $21,244 | $94,529-77.5% | $140,016-84.8% | $64,186-66.9% |
| Participation rate | 74.2% | 84.1%-9.9pp | 87.5%-13.3pp | 69.6%+4.6pp |
| Annual return | -2.08% | 7.77%-9.8pp | 651.12%-653.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,423 | $5,250-34.8% | $6,927-50.6% | $3,470-1.3% |
| Admin fee / account holder | $180 | $6,741-97.3% | $10,705-98.3% | $4,888-96.3% |